Jobs · Finance · Mississippi

Relationship Banker - Team Lead - Jackson MS Market Interview Day

Regions Bank · Flowood, MS · 1 mo ago
On-siteFinance$45k/yrFull-time
We need to output HTML fragment with sections only when there is real specific content. Use

for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must not repeat job title as heading. No Job ID etc. Remove boilerplate: intro paragraphs about Regions, privacy, etc. Also remove application instructions, Interview Day details? The instruction: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." Interview Day might be considered application instructions? It's about event; but it's not strictly application instructions, but it's about selection process. Might be considered part of job description? Probably keep? The instruction says remove application instructions. The Interview Day details could be considered part of selection process, but not strictly application instructions. Safer to remove? The instruction: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." The Interview Day is not exactly application instructions but it's about next steps. Might be considered application instructions. I'd remove it to be safe. We need to preserve substantive info: job description paragraphs, responsibilities list, requirements list, preferences, skills, compensation details (pay ranges), benefits list, location details. We must not create sections with filler like "commensurate with experience". We have actual pay ranges: Minimum Job Range Target: $44,905.90 USD Median $55,692.00 USD. Also mention incentive eligible, commission incentive plan, formulaic incentive plan. So we can have Pay section with those details. Schedule: Not explicitly mentioned except ability to work Saturdays as needed. That's a schedule requirement. Could be placed under Requirements or maybe Schedule section? The instruction: Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We should include Schedule only if posting actually states them. It does mention ability to work Saturdays as needed. That's schedule info. So we can create a Schedule section with that detail. Benefits: list provided. Qualifications: maybe separate from Requirements? The posting has Requirements and Preferences. Could treat Requirements as Requirements section, Preferences as Qualifications? Or combine? The instruction: Use headings for those categories if content exists. We have Requirements (HS diploma, 2 years experience, ability to work Saturdays, cash handling, communication, computer use, stand/walk, lift 20 lbs). Preferences: Bachelor’s degree, Supervisory/management experience. Skills And Competencies: list. We could have Requirements section (hard requirements), Qualifications section (preferences), Skills section (skills and competencies). Or we could merge preferences into Qualifications. Let's follow typical: Requirements = mandatory, Qualifications = preferred, Skills = competencies. Thus:

About the role

maybe we need a short paragraph summarizing role. The job description paragraph after "Job Description" includes description. We'll put that in About the role. Responsibilities: list of primary responsibilities. Requirements: list of mandatory requirements. Qualifications: list of preferences (Bachelor’s degree, Supervisory/management experience). Skills: list of skills and competencies. Benefits: list. Pay: details. Schedule: ability to work Saturdays as needed. Location: maybe not a heading but could be included in About the role or as a short paragraph. Not required heading but we can include location details in a

under About the role or separate? The instruction only lists those headings; we can add other headings if needed but better to stick to those. Location could be placed in About the role paragraph. We must not include duplicated lines. Ensure we preserve all substantive info. Let's extract: About the role paragraph: "At Regions, the Relationship Banker – Team Lead 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. In addition, the Relationship Banker – Team Lead is responsible for coaching a team of bankers and will oversee some branch activities in the Branch Manager’s absence. 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. 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. 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 with strong communication and leadership skills as well as the ability to provide personalized customer service." We can keep that as

under About the role. Responsibilities list: bullet points from "Partners with the Branch Manager..." etc. We'll extract each line. Let's list them: - 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 using generated customer and prospect lead lists to expand existing customer relationships and acquires new ones - Partners with branch leadership on new business development opportunities and fosters financial wellness within local communities - Provides consistent coaching to junior level bankers to assist with strengthening their product knowledge and identifying customer needs - Educates and advises customers on Regions’ Consumer and Business products and services, including all loan and deposit types - 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 greeting customers and processing transactions to ensure customers bank when, where, and how they choose - Oversees branch operational and compliance-related tasks, ensuring branch teams understand procedural changes as they occur - Resolves escalated issues, primarily in Branch Manager's absences, 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 - 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 That's all. Requirements list: - 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 (Qualifications): - Bachelor’s degree - Supervisory/management experience 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 - Excellent relationship-building skills - Strong communication and customer focus - Strong leadership skills Benefits list: - 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 details: - Minimum Job Range Target: $44,905.90 USD - Median $55,692.00 USD - Incentive Pay Plans: eligible to participate in a commission incentive plan; employees have potential to earn commission based on performance against defined metrics and goals. - Also eligible to participate in a formulaic incentive plan; employees have potential to earn incentives based on performance against defined metrics and goals. - Position is incentive eligible. - Position requires tracking of time for hours worked in excess of 40 per week and is eligible for overtime under the Fair Labor Standards Act. - Position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Provide link? Might be considered boilerplate? It's a requirement. Could include in Requirements? It's a specific requirement: registration with NMLS. Should we include? It's substantive. We'll add to Requirements maybe as a bullet. Schedule: - Ability to work Saturdays as needed (already in Requirements). But we could also have Schedule section referencing that. However to avoid duplication, we could keep it only in Requirements and not create Schedule section if it's duplicate. The instruction: "Prefer a few substantive sections over many thin ones." If we already have that in Requirements, we might not need separate Schedule section. But we could still have Schedule section with that detail, but then it's duplicated. Better to keep only in Requirements and not create Schedule section unless there is other schedule info (like shift). There's only that. So we can omit Schedule section. Location: "Steed Road Location: Ridgeland, Mississippi". Could be a short paragraph under About the role or separate. We'll add a

under About the role maybe after description. We must not include boilerplate like EEO, etc. Remove. Now construct HTML:

About the role

At Regions, the Relationship Banker – Team Lead 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. In addition, the Relationship Banker – Team Lead is responsible for coaching a team of bankers and will oversee some branch activities in the Branch Manager’s absence. 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. 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. 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 with strong communication and leadership skills as well as the ability to provide personalized customer service.

Location: Steed Road, Ridgeland, Mississippi.

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 using generated customer and prospect lead lists to expand existing customer relationships and acquires new ones
  • Partners with branch leadership on new business development opportunities and fosters financial wellness within local communities
  • Provides consistent coaching to junior level bankers to assist with strengthening their product knowledge and identifying customer needs
  • Educates and advises customers on Regions’ Consumer and Business products and services, including all loan and deposit types
  • 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 greeting customers and processing transactions to ensure customers bank when, where, and how they choose
  • Oversees branch operational and compliance-related tasks, ensuring branch teams understand procedural changes as they occur
  • Resolves escalated issues, primarily in Branch Manager's absences, 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
  • 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

Requ

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