Senior Small Business Relationship Banker - Heights Houston Branch

About the role

Regions is seeking a Senior Small Business Relationship Banker who will meet with customers and prospects both in person and on the phone to determine their financial needs and proactively offer appropriate products, services, and guidance. The role focuses on small‑business customers with revenues up to $5 MM, acquiring new customers and deepening existing relationships through checking acquisition, check card, money movement, credit card, merchant services, and lending. Candidates should be individually driven, competitive, and motivated to work as part of a team, with strong communication skills and the ability to identify customer needs.

Primary Responsibilities

• Achieve individual and branch targets by proactively identifying customer needs and providing advanced guidance on Regions’ solutions, especially for small‑business customers.
• Conduct outbound phone calls using generated lead lists of small‑business and consumer customers to expand relationships and acquire new ones.
• Partner with the Branch Manager to serve as primary relationship manager for a portfolio of small‑business customers with revenues up to $5 MM.
• Educate and advise customers on Regions’ consumer and business products and services, including all loan and deposit types.
• Educate customers on emerging technology and digital solutions such as mobile, online, and ATM offerings.
• Provide a consistent optimal customer experience, including greeting customers and processing transactions to ensure they can bank when, where, and how they choose.
• Own and resolve customer issues, referring customers to internal experts when additional financial goals are identified.
• Support team development by serving as a subject‑matter expert for junior bankers.
• Follow all bank processes and procedures, adhere to applicable laws and regulations, and manage operational risks as delegated by the Branch Manager.
• Track time for hours worked in excess of 40 per week; eligible for overtime under the Fair Labor Standards Act.
• Participate in incentive plans and maintain required 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.
• Strong verbal, written, and electronic communication skills.
• Proficiency with computers, including typing and sustained monitor use.
• Availability to work Saturdays as needed.
• Ability to walk and stand for extended periods.
• Ability to lift up to twenty (20) pounds.
• Registration with the Nationwide Mortgage Licensing System and Registry (NMLS) (see https://fedregistry.nationwidelicensingsystem.org for details).

Preferences

• Bachelor’s degree.

Skills and Competencies

• Adherence to policies, procedures, and guidelines.
• Ability to assist customers with digital banking offerings.
• Capability to handle multiple priorities simultaneously.
• Excellent customer service and relationship‑building skills.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.).
• Strong business acumen to assess the needs of small‑business clients.
• Strong verbal, written communication, and organizational skills.

Compensation

Pay ranges are job specific and provided as a point‑of‑market reference. Minimum Job Range Target: $57,716.80 USD. Median: $67,410.30 USD.

• Eligible for overtime under the Fair Labor Standards Act.
• Incentive eligible: commission incentive plan and formulaic incentive plan based on performance against defined metrics and goals.

Benefits

• Paid Vacation/Sick Time
• 401(k) 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

Location

Heights Houston – Houston, Texas