Senior Relationship Banker: Preferred Banking & Wealth in Birmingham

At Regions, the Senior Consumer Relationship Banker is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. This role will focus on acquiring and deepening existing customer relationships with a focus on Preferred Banking Households to include more complex, affluent solutions, wealth opportunities, investments, lending, debt consolidation, and in-depth saving conversations.

Regions' mission is to make life better for our customers and communities, and we are looking for candidates committed to helping customers reach their financial goals by understanding and meeting customer needs. This role offers an exciting opportunity for candidates with retail or sales experience that are interested in a career with opportunities for growth, development, and upward mobility. The successful candidate should be individually driven and competitive, as well as motivated to work as a team to achieve a common goal. This requires a candidate who excels at identifying customer needs and possesses strong communication skills.

Primary Responsibilities

• Achieves individual and branch targets and goals by proactively identifying customer needs and providing advanced level guidance and perspective about Regions’ solutions with a specific focus on Preferred Banking Households.
• Conducts outbound phone calls using generated customer and prospect lead lists of Preferred Banking and other consumer households to expand existing relationships and acquire new ones.
• Works in partnership with the Branch Team to serve as the primary relationship managers for a portfolio of Preferred Banking Households.
• Educates and advises customers on Regions’ Consumer and Business products and services, including all loan and deposit types, annuities, and life insurance.
• Educates customers on emerging technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier.
• Provides a consistent optimal customer experience, which may consist of sharing responsibility for day to day branch responsibilities including but not limited to greeting customers and processing transactions to ensure customers bank when, where, and how they choose.
• Owns and resolves customer issues.
• Refers customers to an internal team of experts when additional financial goals and needs are recognized.
• Support team development by serving as a subject matter expert for junior level bankers.
• Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks.

This position requires the tracking of time for hours worked in excess of 40 per week and is eligible for overtime under the Fair Labor Standards Act. This position is incentive eligible. This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS).

Requirements

• High School Diploma or GED.
• Two (2) years of banking, sales, and/or customer service experience.
• Ability to handle cash and process cash transactions.
• Ability to communicate in person, on the phone, and through electronic channels.
• Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor.
• Ability to work Saturdays as needed.
• Ability to walk and stand for extended periods of time.
• Ability to lift up to twenty (20) pounds.

Certifications / Licenses

• Life Insurance license must be obtained within 120 days of hire in role.

Preferences

• Bachelor’s degree.

Skills and Competencies

• 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 (Excel, Word, PowerPoint, Outlook, etc.).
• Strong verbal, written communication, and organizational skills.

Position Type: Full time

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

Job Range Target: Minimum: $51,997.12 USD Median: $60,730.00 USD

Incentive Pay Plans: This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals. This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.

Benefits Information

• Paid Vacation/Sick Time
• 401K 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

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time.

Location Details: Wesley Chapel, Florida

Equal Opportunity Employer/including Disabled/Veterans