Senior Small Business Relationship Banker - Regency Branch

Regions Bank•Jacksonville, FL

26d•$51,997 - $60,730•Onsite

About The Position

At Regions, the Senior Small Business Relationship Banker meets with customers and prospects in person and by phone to determine their financial needs, then proactively offers appropriate products, services, and guidance to help them achieve their financial goals. The role serves all customers, with a focus on small business customers with revenues up to $5 million. The banker acquires new customers and deepens existing relationships through checking acquisition, check cards, money movement, credit cards, merchant services, and lending. The role works in partnership with the Branch Manager as a primary relationship manager for a portfolio of small business customers. It also supports branch operations and customer service, helps customers use digital banking, resolves customer issues, and refers customers to internal experts when appropriate. The position requires NMLS registration and is incentive eligible, with overtime eligibility for hours worked beyond 40 per week. It is full-time and based at the Regency branch in Jacksonville, Florida.

Requirements

High school diploma or GED.
Two years of banking, sales, and/or customer service experience.
Ability to handle cash and process cash transactions.
Ability to communicate in person, by phone, and through electronic channels.
Ability to use a computer frequently, including typing and sustained attention to a monitor.
Ability to work Saturdays as needed.
Ability to walk and stand for extended periods.
Ability to lift up to 20 pounds.
Registration with the Nationwide Mortgage Licensing System and Registry (NMLS).
Ability to adhere to policies, procedures, and guidelines.
Ability to assist customers with digital banking offerings.
Ability to handle multiple priorities simultaneously.
Ability to provide excellent customer service.
Strong relationship-building skills.
Proficiency in Microsoft Office, including Excel, Word, PowerPoint, and Outlook.
Strong business acumen to assess small business clients’ needs.
Strong verbal and written communication and organizational skills.

Nice To Haves

Bachelor’s degree.

Responsibilities

Achieve individual and branch targets by identifying customer needs and providing advanced guidance on Regions’ solutions, particularly for small business customers.
Make outbound calls to small business and consumer customers and prospects using generated lead lists to expand existing relationships and acquire new customers.
Partner with the Branch Manager as a primary relationship manager for a portfolio of small business customers with revenues up to $5 million.
Educate and advise customers on Regions’ consumer and business products and services, including loan and deposit products.
Educate customers about mobile, online, ATM, and other digital banking solutions.
Provide a consistent customer experience, including sharing day-to-day branch duties such as greeting customers and processing transactions.
Take ownership of and resolve customer issues.
Refer customers to internal experts when additional financial goals or needs are identified.
Support team development by serving as a subject matter expert for junior-level bankers.
Follow bank processes, procedures, laws, and regulations; complete duties assigned by the Branch Manager; and help manage, identify, and report operational risks.