Senior Small Business Relationship Banker - Montgomery 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 offering appropriate products and services to meet those needs. 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, specifically for small business customers.
• Conducts outbound phone calls to generate leads and expand existing relationships.
• Serves as the primary relationship manager for a portfolio of small business customers, working closely with the Branch Manager.
• 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 them to internal experts as necessary.
• Supports team development by serving as a subject matter expert for junior level bankers.
• Tracks and reports hours worked in excess of 40 per week, eligible for overtime under the Fair Labor Standards Act.

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
• Have strong business acumen to understand and meet the needs of small business clients
• Show strong organizational and analytical skills