Senior Consumer Relationship Banker - Southwind Branch
About the Role
At Regions, the Senior Consumer Relationship Banker 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. 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.
Regions' mission is to make life better for our customers and communities. We are looking for candidates committed to helping customers reach their financial goals by understanding and meeting customer needs. This role offers an exciting opportunity for candidates with retail or sales experience interested in a career with growth, development, and upward mobility.
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 manager for a portfolio of Preferred Banking Households.
- Educates and advises customers on Regions’ Consumer and Business products and services, including all loan and deposit types, annuities, and life insurance.
- Educates customers on emerging technology and digital solutions such as mobile, online, and ATM offerings to make banking easier.
- Provides a consistent optimal customer experience, including sharing responsibility for day-to-day branch tasks such as greeting customers and processing transactions.
- Owns and resolves customer issues.
- Refers customers to an internal team of experts when additional financial goals and needs are recognized.
- Supports team development by serving as a subject matter expert for junior-level bankers.
- Follows all bank processes and procedures, adheres to applicable laws and regulations, and ensures sound banking practices, including managing and reporting operational risks.
This position requires tracking time for hours worked in excess of 40 per week and is eligible for overtime under the Fair Labor Standards Act. This position is also incentive-eligible and requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS).
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 frequently, 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.
Life Insurance license must be obtained within 120 days of hire.
Preferences
- Bachelor’s degree.
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.
Pay
The pay range for this position is based on the Metropolitan Statistical Area Market Range for the location and level of the role.
- Minimum Job Range Target: $49,397.26 USD
- Median: $57,693.50 USD
This role is eligible to participate in commission and formulaic incentive plans, with potential earnings based on performance against defined metrics and goals.
Benefits
Regions offers a flexible and comprehensive benefits package for eligible associates, including:
- 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
Note: Benefits and plans may be changed, amended, or terminated at any time.
Schedule
This is a full-time position.
Location: Memphis, Tennessee