Affluent Banking Advisor (Priority Banker)

Regions Bank; Birmingham (AL); On-site; USD 34,000 - 41,000; Full time

Benefits offered by this job

Paid Vacation/Sick Time

401K with Company Match

Medical, Dental and Vision Benefits

Disability Benefits

Health Savings Account

Flexible Spending Account

Life Insurance

Parental Leave

Employee Assistance Program

Associate Volunteer Program

Job summary

Regions Bank in Hoover, Alabama is seeking a Contact Center Priority Banker to deliver full-service banking and guidance to affluent clients, helping them achieve their financial goals. You will handle inbound/outbound calls, educate customers on loan and deposit products, resolve issues with limited supervision, and collaborate with specialists for complex goals.

Training is onsite with a schedule 8:00 am–5:00 pm CST; after training, office hours are 10:00 am–7:00 pm CST, with one day off

Qualifications

• High School Diploma or GED.
• Two (2) years of experience in customer service, sales, or banking.
• Ability to observe and interpret on-screen text/images accurately.
• Ability to communicate verbally using a headset or microphone.
• Proficiency with keyboard/mouse and computer use.

Responsibilities

• Achieves Contact Center targets by identifying customer needs and providing appropriate advice about Regions’ financial products and services.
• Maintains required inbound/outbound call levels from top customer base.
• Educates customers on loan and deposit products; refers complex goals to internal experts.
• Takes ownership of customer issues and resolves them with proactive follow-up.
• Works with an internal team of experts for advanced financial goals.

Skills

Customer service

Banking knowledge

Communication skills

Technical aptitude

Education

High School Diploma

GED

Job description

Regions Bank in Hoover, Alabama is seeking a Contact Center Priority Banker to deliver full-service banking and guidance to affluent clients, helping them achieve their financial goals. You will handle inbound/outbound calls, educate customers on loan and deposit products, resolve issues with limited supervision, and collaborate with specialists for complex goals.

Training is onsite with a schedule 8:00 am–5:00 pm CST; after training, office hours are 10:00 am–7:00 pm CST, with one day off