Relationship Banker II

About This Role

The Relationship Banker II meets with customers and prospects in person and via phone to assess their financial needs. The role involves guiding customers with appropriate products, services, and advice to help them achieve their financial goals, focusing on growth, development, and upward mobility.

Responsibilities

• Achieve branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about 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, which may consist of 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 completing duties delegated and assigned by the Branch Manager
• Ensure sound banking practices, 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, including typing and sustained attention to a monitor
• Ability to walk and stand for extended periods of time
• Ability to lift up to twenty (20) pounds

Qualifications

• High School Diploma or GED
• One (1) year of cash-handling, banking, and/or customer service experience preferred

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