Senior Small Business Relationship Banker - Jacksonville Florida Main 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, 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, with a specific focus on small business customers.
• Conducts outbound phone calls to generate leads and expand existing relationships and acquire new ones, working in partnership with the Branch Manager.
• Provides education and advice on Regions' Consumer and Business products and services, including loans and deposits, and educates customers on emerging technologies like mobile, online, and ATM offerings.
• Ensures a consistent optimal customer experience by sharing responsibility for day-to-day branch responsibilities, including greeting customers and processing transactions.
• Resolves customer issues and refers customers to internal teams when additional financial goals and needs are recognized.
• Serves as a subject matter expert for junior-level bankers and supports team development.
• Tracks and reports hours worked in excess of 40 per week and complies with 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
• Communicate in person, on the phone, and through electronic channels
• Use a computer frequently, 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 (Excel, Word, PowerPoint, Outlook, etc.)
• Show strong business acumen to understand small business client needs
• Have strong verbal, written communication, and organizational skills