Relationship Banker I - Pier Park Branch

About the role

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 our customers.

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, remaining well-informed about the customer’s relationship with the bank.
• Edits customers on standard consumer products and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier.
• Aids branch and fellow team members with basic tasks to aid in customer problem resolution.
• Refers customers to an internal team of experts when more complex financial goals and needs are recognized.
• 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.
• Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions’ solutions.
• Conducts outbound phone calls using generated customer and prospect lead lists 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.
• 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 walk and stand for extended periods of time.
• Ability to lift up to twenty (20) pounds.

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 oversee large sums of cash.
• Strong customer focus and relationship-building skills.