Relationship Banker - Team Lead

About This Role

This role involves meeting with customers to identify their financial needs and proactively offering suitable products, services, and guidance. Additionally, the Relationship Banker - Team Lead will coach a team of bankers and oversee some branch activities in the Branch Manager's absence.

Responsibilities

• Partner with the Branch Manager to guide and direct all branch activities
• Achieve branch targets and goals by proactively identifying customer needs and providing expert-level guidance
• Conduct outbound phone calls using generated customer and prospect lead lists to expand existing relationships and acquire new ones
• Partner with branch leadership on new business development opportunities and foster financial wellness within local communities
• Provide consistent coaching to junior-level bankers to strengthen product knowledge and identify customer needs
• 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 include greeting customers and processing transactions
• Oversee branch operational and compliance-related tasks, ensuring branch teams understand procedural changes
• Resolve escalated issues, primarily in the Branch Manager's absence, which may include team scheduling, counseling associates, or input into hiring decisions
• Refer customers to an internal team of experts when additional 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
• Two (2) years of banking, sales, and/or customer service experience
• 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
• Registration with the Nationwide Mortgage Licensing System and Registry (NMLS)

Qualifications

• High School Diploma or GED
• Two (2) years of banking, sales, and/or customer service experience

Nice to Have

• Bachelor’s degree
• Supervisory/management experience

Benefits