Senior Small Business Relationship Banker - Brooksville Branch

Regions•Brooksville, FL

6d•$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 financial needs and proactively offers appropriate products, services, and guidance to help them achieve financial goals. The role serves all customers, with a focus on small businesses with revenues up to $5 million. It acquires new customers and deepens existing relationships through checking, check card, money movement, credit card, merchant services, and lending. The position is suited to a driven, competitive team player with strong communication and relationship-building skills. It offers candidates with retail or sales experience an opportunity for career growth and development. The banker partners with the Branch Manager to serve as a primary relationship manager for a small-business customer portfolio, while also supporting branch operations and customer service. The role requires NMLS registration, is incentive eligible, and is eligible for overtime for hours worked in excess of 40 per week.

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.
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.
Excellent 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.
Registration with the Nationwide Mortgage Licensing System and Registry (NMLS) is required.

Nice To Haves

Bachelor’s degree

Responsibilities

Achieve individual and branch targets by identifying customer needs and providing advanced guidance about Regions’ solutions, especially for small-business customers.
Make outbound calls to small-business and consumer customers and prospects using generated lead lists to expand 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 digital banking solutions, including mobile, online, and ATM offerings.
Provide a consistent customer experience and share day-to-day branch responsibilities, including 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 delegated by the Branch Manager and help manage, identify, and report operational risks.