Senior Small Business Relationship Banker - Fountainbleau Branch
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 proactively offer appropriate products, services, and guidance. The role serves all customers, with a focus on small business customers with revenues up to $5 million. The banker acquires new customers and strengthens 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. It also provides an optimal customer experience, supports daily branch operations, resolves customer issues, and refers customers to internal experts when appropriate. The banker supports junior-level bankers as a subject matter expert and follows bank procedures and applicable laws and regulations. The role requires NMLS registration and is eligible for overtime and incentive compensation.
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).
- 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 small business clients’ needs.
- 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 on Regions’ solutions, especially for small business customers.
- Make outbound calls to small business and consumer customers and prospects to deepen 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 digital banking services, including mobile, online, and ATM offerings.
- Provide a consistent customer experience and share day-to-day branch responsibilities, such as 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 assigned duties and help manage, identify, and report operational risks.
Benefits
- Paid vacation and sick time
- 401(k) with company match
- Medical, dental, and vision benefits
- Disability benefits
- Health savings account
- Flexible spending account
- Life insurance
- Parental leave
- Employee assistance program
- Associate volunteer program
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
