Regions Bank
Senior Small Business Relationship Banker (Seminole)
Regions Bank, Altamonte Springs, Florida, United States, 34642
Senior Small Business Relationship Banker (Seminole)
Join to apply for the Senior Small Business Relationship Banker (Seminole) role at Regions Bank.
Overview At Regions, the Senior Small Business Relationship Banker is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. This role will provide services to all customers but will focus on small business customers with revenues up to $5MM — acquiring new customers, and deepening existing customer relationships through checking acquisition, check card, money movement, credit card, merchant services, and lending. Regions seeks candidates who are results-driven, collaborative, and capable of helping customers reach their financial goals by understanding and meeting customer needs.
Primary Responsibilities
Achieves individual and branch targets and goals by proactively identifying customer needs and providing advanced level guidance and perspective about Regions’ solutions with a specific focus on small business customers
Conducts outbound phone calls using generated customer and prospect lead lists of small business and consumer customers to expand existing relationships and acquire new ones
Works in partnership with the Branch Manager to serve as the primary relationship managers for a portfolio of small business customers with revenues up to $5MM
Educates and advises customers on Regions’ Consumer and Business products and services, including all loan and deposit types
Educates customers on emerging technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier
Provides a consistent optimal customer experience, including day-to-day branch responsibilities such as greeting customers and processing transactions to ensure customers bank when, where, and how they choose
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
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
Preferred
Bachelor’s degree
Skills And Competencies
Adherence to policies, procedures, and guidelines
Ability to assist customers with digital banking offerings
Ability to handle multiple priorities simultaneously
Excellent customer service and relationship-building skills
Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook)
Strong business acumen to assess the needs of small business clients
Strong verbal, written communication, and organizational skills
Position Type Full time
Compensation and Benefits Compensation details are provided as a point-of-market reference for compensation decisions and may vary by experience, skills, location, and performance. This role is eligible to participate in incentive plans and may include benefits such as paid time off, 401(k) with company match, medical/dental/vision, disability benefits, HSA/FSA, life insurance, parental leave, employee assistance program, and volunteer opportunities. Details may change by plan terms and conditions.
Location Seminole, Florida
Equal Opportunity Equal Opportunity Employer/including Disabled/Veterans
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Overview At Regions, the Senior Small Business Relationship Banker is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. This role will provide services to all customers but will focus on small business customers with revenues up to $5MM — acquiring new customers, and deepening existing customer relationships through checking acquisition, check card, money movement, credit card, merchant services, and lending. Regions seeks candidates who are results-driven, collaborative, and capable of helping customers reach their financial goals by understanding and meeting customer needs.
Primary Responsibilities
Achieves individual and branch targets and goals by proactively identifying customer needs and providing advanced level guidance and perspective about Regions’ solutions with a specific focus on small business customers
Conducts outbound phone calls using generated customer and prospect lead lists of small business and consumer customers to expand existing relationships and acquire new ones
Works in partnership with the Branch Manager to serve as the primary relationship managers for a portfolio of small business customers with revenues up to $5MM
Educates and advises customers on Regions’ Consumer and Business products and services, including all loan and deposit types
Educates customers on emerging technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier
Provides a consistent optimal customer experience, including day-to-day branch responsibilities such as greeting customers and processing transactions to ensure customers bank when, where, and how they choose
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
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
Preferred
Bachelor’s degree
Skills And Competencies
Adherence to policies, procedures, and guidelines
Ability to assist customers with digital banking offerings
Ability to handle multiple priorities simultaneously
Excellent customer service and relationship-building skills
Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook)
Strong business acumen to assess the needs of small business clients
Strong verbal, written communication, and organizational skills
Position Type Full time
Compensation and Benefits Compensation details are provided as a point-of-market reference for compensation decisions and may vary by experience, skills, location, and performance. This role is eligible to participate in incentive plans and may include benefits such as paid time off, 401(k) with company match, medical/dental/vision, disability benefits, HSA/FSA, life insurance, parental leave, employee assistance program, and volunteer opportunities. Details may change by plan terms and conditions.
Location Seminole, Florida
Equal Opportunity Equal Opportunity Employer/including Disabled/Veterans
#J-18808-Ljbffr