Senior Small Business Relationship Banker - Deerwood Lake Branch

About the role

At Regions, the Senior Small Business 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 small business customers with revenues up to $5MM, including acquiring new customers and deepening existing relationships through various services.

Responsibilities

• Achieves individual and branch targets by proactively identifying customer needs and providing advanced guidance on Regions’ solutions
• Conducts outbound phone calls to expand existing relationships and acquire new ones
• Serves as the primary relationship manager for a portfolio of small business customers with revenues up to $5MM
• Edits and advises customers on Regions’ Consumer and Business products and services, including loans and deposits
• Shares responsibility for day-to-day branch responsibilities, including greeting customers and processing transactions
• Owns and resolves customer issues, referring customers to internal teams when necessary
• Supports team development by serving as a subject matter expert for junior level bankers
• Tracks time for hours worked in excess of 40 per week and is eligible for overtime
• Eligible for commission and formulaic incentive plans

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
• Communicate in person, on the phone, and through electronic channels
• Use a computer on a frequent basis, including typing and sustained attention to a monitor
• Work Saturdays as needed
• Walk and stand for extended periods of time
• Lift up to twenty (20) pounds

Preferences

• Bachelor’s degree

Skills and Competencies

• Adhere to policies, procedures, and guidelines
• Assist customers with digital banking offerings
• Handle multiple priorities simultaneously
• Provide excellent customer service
• Build strong relationships
• Communicate effectively verbally and in writing
• Be proficient in Microsoft Office
• Have strong business acumen to assess small business client needs