Senior Small Business Relationship Banker - New Port Richey Branch

Regions Bank•Tampa, FL

1d•$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 understand their financial needs and proactively offer appropriate products, services, and guidance. The role serves all customers, with a focus on small businesses with revenues up to $5 million, acquiring new customers and deepening 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 position combines relationship development and sales with customer service and day-to-day branch support. It also involves educating customers on banking products and digital solutions, resolving customer issues, referring customers to internal experts, and supporting the development of junior bankers. The role is incentive eligible, participates in commission and formulaic incentive plans, and requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). It is full-time and eligible for overtime for hours worked over 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 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 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.
Registration with the Nationwide Mortgage Licensing System and Registry (NMLS) is required.

Nice To Haves

Bachelor’s degree.

Responsibilities

Meet individual and branch targets by identifying customer needs and providing advanced guidance about Regions’ solutions, particularly to 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 to serve 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 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 needs or goals 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, including identifying and reporting operational risks.
Track hours worked in excess of 40 per week.