Senior Small Business Relationship Banker - New Port Richey Branch

Regions Bank•Tampa, FL

5d•Onsite

About The Position

The Senior Small Business Relationship Banker meets with customers and prospects in person and by phone to identify their financial needs and provide appropriate products, services, and guidance. The role serves all customers, with a focus on small businesses with revenues up to $5 million. It is responsible for 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 role also supports the branch’s day-to-day operations, provides an optimal customer experience, resolves customer issues, and serves as a subject matter expert for junior bankers. The position is incentive eligible, requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS), 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 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.
Registration with the Nationwide Mortgage Licensing System and Registry (NMLS) is required.

Nice To Haves

Bachelor’s degree.
Proficiency in Microsoft Office, including Excel, Word, PowerPoint, and Outlook.
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.
Strong business acumen to assess small business clients’ needs.
Strong verbal and written communication and organizational skills.

Responsibilities

Achieve individual and branch targets by identifying customer needs and providing advanced guidance about Regions’ solutions, with a focus on small business customers.
Make outbound calls to small business and consumer customers and prospects 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 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.
Own 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 and procedures and applicable laws and regulations; complete duties assigned by the Branch Manager and help manage, identify, and report operational risks.