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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, USAIn-person

About the Job

Requirements

  • A high school diploma or GED is required.
  • 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, by phone, and through electronic channels is required.
  • Ability to use a computer frequently, including typing and sustaining attention to a monitor, is required.
  • Ability to walk and stand for extended periods is required.
  • Ability to lift up to 20 pounds 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.
  • Registration with the Nationwide Mortgage Licensing System and Registry (NMLS) is 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 the bank's solutions.
  • Conduct outbound calls using customer and prospect lead lists to expand existing relationships and acquire new ones.
  • 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 products.
  • Educate customers about mobile, online, and ATM banking technology and digital solutions.
  • Help greet customers and process transactions to provide convenient banking service.
  • Oversee branch operational and compliance tasks and ensure branch teams understand procedural changes.
  • Resolve escalated issues in the Branch Manager's absence, including possible team scheduling, associate counseling, or input into hiring decisions.
  • Refer customers to internal experts when additional financial needs and goals are identified.
  • Follow bank processes and procedures and applicable laws and regulations; complete duties assigned by the Branch Manager and manage, identify, and report operational risks.
  • Track hours worked in excess of 40 per week.

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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