Senior Small Business Relationship Banker - Panama City Main Branch

About the role

The Senior Small Business Relationship Banker role at Regions is dedicated to making life better for customers and communities. This position offers opportunities for growth, development, and upward mobility for candidates with retail or sales experience.

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 small business customers
• Conducts outbound phone calls using generated customer and prospect lead lists of small business and consumer customers to expand existing relationships and acquire new ones
• Works in partnership with the Branch Manager to serve as the primary relationship managers 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 all loan and deposit types
• Edits customers on emerging technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier
• Owns and resolves customer issues
• Supports team development by serving as a subject matter expert for junior level bankers
• Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks

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 on a frequent basis, including typing and sustained attention to a monitor
• Ability to work Saturdays as needed
• Ability to lift up to twenty (20) pounds

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 business acumen to assess the needs of small business clients
• Strong verbal, written communication, and organizational skills