Relationship Banker - Team Lead

About This Role

This role involves meeting with customers to understand their financial needs, proactively offering products and services, and providing guidance to help them achieve financial goals. Additionally, the Relationship Banker - Team Lead will coach a team of bankers and oversee 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 on Regions’ solutions
• Conduct outbound phone calls using generated customer and prospect lead lists to expand existing customer 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 assist with strengthening their product knowledge and identifying 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 banking solutions
• Provide a consistent optimal customer experience, including 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 absences, 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

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

Skills

* Required skills

Benefits