Senior Small Business Relationship Banker - Highlands Main Branch

Regions Bank•Highlands, NC

4d•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 and 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. Responsibilities include acquiring new customers and deepening existing relationships through checking acquisition, check cards, money movement, credit cards, merchant services, and lending. The banker works in partnership with the Branch Manager as a primary relationship manager for a portfolio of small business customers. The role combines customer relationship management, sales, financial guidance, digital banking education, issue resolution, and branch support. It also supports the development of junior-level bankers by serving as a subject matter expert and contributes to sound banking practices by following procedures and managing operational risks. This is a full-time, incentive-eligible position. It requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). The position tracks hours worked in excess of 40 per week and is eligible for overtime under the Fair Labor Standards Act. The position is located at the Highlands Main branch in Highlands, North Carolina.

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 maintaining 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).
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.

Nice To Haves

Bachelor’s degree.

Responsibilities

Achieve individual and branch targets by identifying customer needs and providing advanced guidance about Regions’ solutions, particularly for small business customers.
Make outbound calls using generated lead lists of small business and consumer customers to expand existing relationships and acquire new ones.
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 types.
Educate customers about mobile, online, ATM, and other digital banking solutions.
Provide a consistent customer experience and share day-to-day branch responsibilities, including greeting customers and processing transactions.
Own 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.