Senior Small Business Relationship Banker - Fountainbleau Branch

Regions Bank•Miami, FL
•$54,597 - $63,767•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 acquiring and deepening relationships with small business customers whose revenues are up to $5 million. Areas of focus include checking, check cards, money movement, credit cards, merchant services, and lending. The position works with the Branch Manager as a primary relationship manager for a portfolio of small business customers. It combines customer service, sales, banking guidance, outbound prospecting, and shared branch responsibilities. The banker also supports the development of junior-level bankers and follows banking procedures and regulatory requirements. The role is full-time, incentive-eligible, and requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). It is based at the Fountainbleau branch in Miami, Florida.

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 sustaining 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.
  • 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.

Responsibilities

  • Achieve individual and branch targets by identifying customer needs and providing advanced guidance on Regions’ solutions, especially for small business customers.
  • Conduct outbound calls to small business and consumer customers and prospects 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 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 assigned by the Branch Manager and help identify, manage, and report operational risks.

Benefits

  • Paid vacation and sick time
  • 401(k) with company match
  • Medical benefits
  • Dental benefits
  • Vision benefits
  • Disability benefits
  • Health Savings Account
  • Flexible Spending Account
  • Life insurance
  • Parental leave
  • Employee Assistance Program
  • Associate Volunteer Program
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