Relationship Banker Team Lead - Crestview Branch

About the role

The Relationship Banker – Team Lead at Regions is responsible for guiding and directing branch activities, achieving branch targets, expanding customer relationships, and providing coaching to junior bankers.

Responsibilities

• Partners with the Branch Manager to guide and direct all branch activities
• Achieves branch targets and goals by proactively identifying customer needs and providing expert level guidance and perspective about Regions’ solutions
• Conducts outbound phone calls to expand existing customer relationships and acquire new ones
• Promotes new business development opportunities and fosters financial wellness within local communities
• Coaches junior level bankers to strengthen their product knowledge and identify customer needs
• Edits and advises customers on Regions’ Consumer and Business products and services, including loans and deposits
• Shares responsibility for greeting customers and processing transactions to ensure customers bank when, where, and how they choose
• Manages branch operational and compliance-related tasks, ensuring branch teams understand procedural changes as they occur
• Solves escalated issues, primarily in the Branch Manager's absence, which may include team scheduling, counseling associates, or input into hiring decisions
• Refers customers to an internal team of experts when additional financial goals and needs are recognized
• Tracks time for hours worked in excess of 40 per week and is eligible for overtime under the Fair Labor Standards Act

Requirements

• High School Diploma or GED
• Two (2) years of banking, sales, and/or customer service experience
• 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

Preferences

• Bachelor’s degree
• Supervisory/management experience

Skills and Competencies

• Adheres to policies, procedures, and guidelines
• Assists customers with digital banking offerings
• Builds and maintains excellent relationships
• Communicates effectively and focuses on the customer
• Leads and motivates others

Benefits

• 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

Pay and Incentives

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position. Minimum Job Range Target: $47,400.67 USD, Median: $58,786.00 USD. This role is eligible to participate in a commission incentive plan and a formulaic incentive plan.

Location

Crestview, Florida

Equal Opportunity Employer

Regions is an equal opportunity employer including disabled/veterans.