Senior Small Business Relationship Banker - Altamonte Branch
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 offer suitable 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 and contributes to branch performance and customer experience. The position is incentive eligible, requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS), and is eligible for overtime under the Fair Labor Standards Act 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 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, particularly for small business customers.
- Make outbound calls to small business and consumer customers and prospects using generated lead lists to grow relationships and acquire 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.
- Explain digital banking solutions, including mobile, online, and ATM offerings.
- Provide an optimal customer experience, including sharing day-to-day branch duties 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 procedures and applicable laws and regulations, complete duties assigned by the Branch Manager, and identify, manage, 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
- Commission incentive plan
- Formulaic incentive plan
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
