Senior Small Business Relationship Banker - New Port Richey Branch

Regions•New Port Richey, FL

3h•$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 identify financial needs and offer appropriate products, services, and guidance to help them achieve their 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 cards, money movement, credit cards, merchant services, and lending. The banker works with the Branch Manager as a primary relationship manager for a portfolio of small business customers. The role combines sales and customer service with day-to-day branch support, customer issue resolution, referrals to internal experts, and guidance to junior bankers. It requires compliance with bank procedures and applicable laws and regulations, and participation in managing and reporting operational risks. This position is full-time, incentive-eligible, and requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). It is located at the New Port Richey branch in New Port Richey, 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.
Ability to register with the Nationwide Mortgage Licensing System and Registry (NMLS).

Nice To Haves

Bachelor’s degree.
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 the needs of small business clients.
Strong verbal and written communication and organizational skills.

Responsibilities

Meet individual and branch targets by identifying customer needs and providing advanced guidance on 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.
Explain digital banking options, including mobile, online, and ATM services.
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 and procedures and applicable laws and regulations; complete duties delegated by the Branch Manager and help manage, identify, and report operational risks.