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Regions Bank

Full-service regional bank, wealth management, mortgages

Relationship Banker Team Lead

Retail & Commercial BankingPosted on Nov 9
Full-timeMontgomery, AL, USA

About the Job

Requirements

  • A high school diploma or GED is required.
  • At least two years of banking, sales, and/or customer service experience are required.
  • Ability to work Saturdays as needed is required.
  • Ability to handle cash and process cash transactions is required.
  • Ability to communicate in person, on the phone, and through electronic channels is required.
  • Ability to use a computer frequently, including typing and maintaining sustained attention to a monitor, is required.
  • Ability to walk and stand for extended periods is required.
  • Ability to lift up to twenty pounds is required.
  • Registration with the Nationwide Mortgage Licensing System and Registry (NMLS) is required.
  • Ability to adhere to policies, procedures, and guidelines is required.
  • Ability to assist customers with digital banking offerings is required.
  • Ability to handle multiple priorities simultaneously is required.
  • Relationship-building skills, communication, customer focus, and leadership skills are required.

Responsibilities

  • Meet with customers and prospects in person and by phone to determine financial needs and offer appropriate products, services, and guidance to support their financial goals.
  • Partner with the Branch Manager to guide and direct branch activities.
  • Achieve branch targets and goals by identifying customer needs and providing guidance about Regions’ solutions.
  • Conduct outbound calls using customer and prospect lead lists to expand existing relationships and acquire new customers.
  • Partner with branch leadership on new business development and promote financial wellness in local communities.
  • Coach junior bankers to strengthen product knowledge and identify customer needs.
  • Educate and advise customers on consumer and business products and services, including loan and deposit types.
  • Educate customers about mobile, online, and ATM banking offerings.
  • Provide a consistent customer experience, including greeting customers and processing transactions as needed.
  • Oversee branch operational and compliance tasks and ensure the team understands procedural changes.
  • Resolve escalated issues during the Branch Manager’s absence, which may include team scheduling, counseling associates, or providing input into hiring decisions.
  • Refer customers to internal experts when additional financial goals and needs are identified.
  • Follow bank processes and procedures and applicable laws and regulations; complete duties delegated by the Branch Manager and help manage, identify, and report operational risks.

Desired Qualifications

  • A bachelor’s degree is preferred.
  • Supervisory or management experience is preferred.

About the Company

Regions Bank

Full-service regional bank, wealth management, mortgages

Regions Bank provides a full range of financial services through Regions Bank, including consumer and commercial banking, wealth management, and mortgage products. Customers use insured deposit accounts, loans or mortgages, and wealth/advisory services through branches, online, and mobile platforms, supported by financial professionals. It differentiates itself with a broad geographic footprint across the South, Midwest, and Texas and a wide mix of products all under one brand. Its goal is to help individuals and businesses manage money, grow their wealth, and access credit while delivering value to shareholders.

Company size
Not listed
Company stage
IPO
Headquarters
Birmingham, AL
Founded
1971

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