Senior Small Business Relationship Banker - Regency Branch

Regions Bank•Jacksonville, FL

23d

About The Position

At Regions, the Senior Small Business Relationship Banker meets with customers and prospects in person and by phone to identify their financial needs and offer appropriate products, services, and guidance. The role serves all customers, with a focus on small business customers with revenues up to $5 million. It is responsible for acquiring new customers and deepening existing relationships through checking, check card, money movement, credit card, merchant services, and lending solutions. The position works with the Branch Manager as a primary relationship manager for a portfolio of small business customers, supports branch operations and customer service, resolves customer issues, and helps junior bankers develop as a subject matter expert. The position is incentive eligible and requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). It requires tracking hours worked in excess of 40 per week and is eligible for overtime under the Fair Labor Standards Act.

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 manage multiple priorities simultaneously.
Ability to provide excellent customer service.
Strong relationship-building skills.
Proficiency in Microsoft Office, including Excel, Word, PowerPoint, and Outlook.
Business acumen to assess the needs of small business clients.
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 proactively identifying customer needs and providing advanced guidance about Regions’ solutions, particularly for small business customers.
Make outbound calls using generated customer and prospect lead lists to expand existing relationships and acquire new small business and consumer 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 ensure sound banking practices by managing, identifying, and reporting operational risks.