Lead Relationship Banker - Team Leader

Regions Bank; Tampa (FL); On-site; USD 60,000 - 80,000; Full time

Job summary

Regions Bank in Tampa seeks a Relationship Banker – Team Lead to meet with customers, assess financial needs, and offer suitable products and guidance to help them reach their goals. The role also involves coaching a team of bankers and supporting branch activities in the Branch Manager’s absence.

You will work closely with Branch Manager to drive branch performance, conduct outbound calls to grow relationships, educate clients on consumer and business products, and promote Regions’ digital

Responsibilities

• Partners with the Branch Manager to guide and direct all branch activities
• Achieves branch targets and goals by proactively identifying customer needs and providing expert level guidance and perspective about Regions’ solutions
• Conducts outbound phone calls using generated customer and prospect lead lists to expand existing customer relationships and acquires new ones
• Partners with branch leadership on new business development opportunities and fosters financial wellness within local communities
• Provides consistent coaching to junior level bankers to assist with strengthening their product knowledge and identifying customer needs
• 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, which may consist of sharing responsibility for greeting customers and processing transactions to ensure customers bank when, where, and how they choose
• Oversees branch operational and compliance-related tasks, ensuring branch teams understand procedural changes as they occur
• Resolves escalated issues, primarily in Branch Manager's absences, which may include team scheduling, counseling associates, or input into hiring decisions
• Refers customers to an internal team of experts when additional financial goals and needs are recognized
• Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks

Job description

Regions Bank in Tampa seeks a Relationship Banker – Team Lead to meet with customers, assess financial needs, and offer suitable products and guidance to help them reach their goals. The role also involves coaching a team of bankers and supporting branch activities in the Branch Manager’s absence.

You will work closely with Branch Manager to drive branch performance, conduct outbound calls to grow relationships, educate clients on consumer and business products, and promote Regions’ digital