Relationship Banker
About the role
The Relationship Banker I at Regions is responsible for providing exceptional customer experiences, both on the cash line and on the phone, and contributing to improving the financial wellness of customers. The role aims to create meaningful personal connections with customers, process transactions, identify ways to meet customer needs, and assist with resolving customer service inquiries.
Responsibilities
- Provides a consistent optimal customer experience on the cash line while handling customers' transactional needs, such as deposits, withdrawals, payments, and other typical teller transactions.
- Answers customer inquiries regarding products and services and fulfills basic servicing requests, such as new/replacement cards, information changes, PIN reset requests, reordering checks, and basic problem resolution.
- Develops relationships with customers, remains well-informed about the customer's relationship with the bank, and educates customers on standard consumer products and digital solutions like mobile, online, and ATM offerings.
- Aids branch and fellow team members with basic tasks to aid in customer problem resolution and refers customers to an internal team of experts when more complex financial goals and needs are recognized.
- Fulfills bank processes and procedures, adhering to applicable laws and regulations, and manages operational risks.
- Identifies customer needs and provides appropriate guidance and perspective about Regions' solutions, conducting outbound phone calls to educate customers on emerging technology and assist with meeting their financial needs.
Requirements
- High School Diploma or GED.
- Ability to work Saturdays as needed.
- Ability to handle cash and process cash transactions.
- Communicate in person, on the phone, and through electronic channels.
- Use a computer on a frequent basis, including typing and sustained attention to a monitor.
- Walk and stand for extended periods of time.
- Lift up to twenty (20) pounds.
Skills and Competencies
- Adhere to policies, procedures, and guidelines.
- Assist customers with digital banking offerings.
- Handle multiple priorities simultaneously.
- Oversee large sums of cash.
- Strong customer focus and relationship-building skills.
Benefits
Regions offers a comprehensive benefits package that includes 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, and associate volunteer program. Benefits and plans may be changed, amended, or terminated at any time.