Personal Banking Advisor I

Regions Bank; United States; On-site; USD 40,000 - 47,000; Full time

Job summary

Regions Bank in Brooksville, FL is seeking a Relationship Banker I to deliver an exceptional customer experience at the cash line and over the phone. You will process transactions, identify customer needs, and help customers navigate Regions’ products and services to meet financial goals.

You will build personal connections, educate customers on digital banking options, and collaborate with team members to resolve inquiries while supporting branch performance and compliance.

Qualifications

• High School Diploma or GED.
• 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.

Responsibilities

• Provides a consistent optimal customer experience on the cash line while handling customers’ transactional needs, such as deposits, withdrawals, payments, and other typical teller transactions
• Answers customer inquiries regarding products and services and fulfills basic servicing requests, such as new/replacement cards, information changes, PIN reset requests, reordering checks, and basic problem resolution
• Develops relationships with customers, remaining well-informed about the customer’s relationship with the bank
• Educates customers on standard consumer products and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier
• Assists branch and fellow team members with basic tasks to aid in customer problem resolution
• Refers customers to an internal team of experts when more complex 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
• Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions’ solutions
• May conduct outbound phone calls using generated customer and prospect lead lists to educate customers on emerging technology and assist with meeting their financial needs

Skills

Policies adherence

Digital banking

Multitasking

Cash handling

Relationship-building

Education

High School Diploma or GED

Job description

Regions Bank in Brooksville, FL is seeking a Relationship Banker I to deliver an exceptional customer experience at the cash line and over the phone. You will process transactions, identify customer needs, and help customers navigate Regions’ products and services to meet financial goals.

You will build personal connections, educate customers on digital banking options, and collaborate with team members to resolve inquiries while supporting branch performance and compliance.