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About the Role

The Senior Consumer Relationship Banker is responsible for meeting with customers and prospects to determine their financial needs and proactively offering appropriate products, services, and guidance to achieve their financial goals. This role focuses on acquiring and deepening customer relationships, particularly with Preferred Banking Households, offering solutions for affluent clients, wealth management, investments, lending, and savings.

Responsibilities

Achieves individual and branch targets and goals by proactively identifying customer needs and providing advanced level guidance about Regions’ solutions with a specific focus on Preferred Banking Households.
Conducts outbound phone calls to expand existing relationships and acquire new ones.
Works in partnership with the Branch Team to serve as the primary relationship managers for a portfolio of Preferred Banking Households.
Educates and advises customers on Regions’ Consumer and Business products and services, including all loan and deposit types, annuities, and life insurance.
Educates customers on emerging technology and digital solutions such as mobile, online, and ATM offerings.
Provides a consistent optimal customer experience, sharing responsibility for day to day branch responsibilities including greeting customers and processing transactions.
Owns and resolves customer issues.
Refers customers to an internal team of experts when additional financial goals and needs are recognized.
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.
Ensures sound banking practices, including managing, identifying and reporting operational risks.
Tracks time for hours worked in excess of 40 per week and is eligible for overtime.
Requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS).

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 walk and stand for extended periods of time
Ability to lift up to twenty (20) pounds
Life Insurance license must be obtained within 120 days of hire in role

Skills

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 verbal, written communication, and organizational skills

Location

Flowery Branch, Georgia

Work Type

Full time

Experience Level

Senior

Education Level

High School Diploma or GED
Bachelor’s degree (Preferred)

Salary/Compensations

Minimum: $49,397.26 USD
Median: $57,693.50 USD

Benefits

Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program

About the Company

Regions believes associates deserve more than just a job, offering performance-driven individuals a place to build a career with more opportunities.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information.
Regions’ mission is to make life better for our customers and communities.

Equal Opportunity

Equal Opportunity Employer/including Disabled/Veterans