Relationship Banker II

About This Role

The Relationship Banker II meets with customers to understand their financial needs and provides appropriate products, services, and guidance to help them achieve their financial goals. This role involves proactive engagement, education on banking solutions, and ensuring an optimal customer experience.

Responsibilities

• Achieve branch targets and goals by identifying customer needs and providing appropriate guidance on Regions’ solutions
• Conduct outbound phone calls using generated customer and prospect lead lists to expand existing customer relationships and acquire new ones
• Educate and advise customers on Regions’ Consumer and Business products and services, including all loan and deposit types
• Educate customers on emerging technology and digital solutions such as mobile, online, and ATM offerings
• Provide a consistent optimal customer experience, potentially sharing responsibility for greeting customers and processing transactions
• Own and resolve customer issues
• Refer customers to an internal team of experts when complex financial goals and needs are recognized
• Follow all bank processes and procedures and adhere to applicable laws and regulations, including managing, identifying, and reporting operational risks

Requirements

• High School Diploma or GED
• Ability to work Saturdays as needed
• 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
• Ability to walk and stand for extended periods of time
• Ability to lift up to twenty (20) pounds

Qualifications

• High School Diploma or GED
• 1+ year of cash-handling, banking, and/or customer service experience

Nice to Have

• Bachelor’s degree
• Life Insurance License
• One (1) year of cash-handling, banking, and/or customer service experience

Skills

* Required skills

Benefits