Senior Small Business Relationship Banker - Highlands Main Branch

Regions Bank•Highlands, NC

4d•$46,797 - $54,657•Onsite

About The Position

At Regions, the Senior Small Business Relationship Banker meets with customers and prospects in person and by phone to determine their financial needs and proactively offers appropriate products, services, and guidance to help them achieve their financial goals. The role serves all customers, with a focus on small businesses with revenues up to $5 million. Responsibilities include acquiring new customers and deepening existing relationships through checking acquisition, check cards, money movement, credit cards, merchant services, and lending. The position works to achieve individual and branch goals, serves as a relationship manager for a small-business customer portfolio in partnership with the Branch Manager, and provides guidance on Regions’ consumer and business products and services. It also supports customers’ use of digital banking, helps maintain a consistent customer experience, resolves customer issues, and refers customers to internal experts when additional needs are identified. The banker supports junior-level bankers as a subject matter expert and follows applicable bank policies, procedures, laws, and regulations, including identifying and reporting operational risks. The position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). It is eligible for overtime for hours worked in excess of 40 per week and is incentive eligible, including commission and formulaic incentive plans.

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 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).

Nice To Haves

Bachelor’s degree.

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 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 Regions’ consumer and business products and services, including loan and deposit types.
Educate customers about mobile, online, ATM, and other digital banking solutions.
Help provide a consistent customer experience, including greeting customers and processing transactions as needed.
Own and resolve customer issues.
Refer customers to internal experts when additional financial goals and needs 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.