Senior Consumer Relationship Banker (Donelson Branch)

About the role

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

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
• Edits and advises customers on Regions’ Consumer and Business products and services, including all loan and deposit types, annuities, and life insurance
• Edits customers on emerging technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier
• Owns and resolves customer issues
• Refers customers to an internal team of experts when additional financial goals and needs are recognized
• Serves as a subject matter expert for junior level bankers
• Follows all bank processes and procedures and adheres to applicable laws and regulations

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

Qualifications

• Life Insurance license must be obtained within 120 days of hire in role
• Bachelor’s degree preferred

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