Priority Banker (Remote only in Houston, TX)

The Center Birmingham; Town of Texas (WI); Remote; USD 46,000 - 53,000; Full time

Job summary

A leading financial institution seeks a Contact Center Priority Banker to provide full-service banking to affluent clients. Responsibilities include achieving targets, advising clients on financial products, and resolving customer issues. Ideal candidates will have a strong customer service background and the ability to work in a fast-paced environment.

Qualifications

• Two years experience in customer service, sales, or banking required.
• Ability to work at a computer for extended periods.

Responsibilities

• Achieves targets by identifying customer needs and providing advice.
• Educates customers on products and services, including loans and deposits.

Skills

Customer Service

Sales

Communication

Problem Solving

Education

High School Diploma or GED

College Degree

Tools

Basic Computer Skills

Job description

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

At Regions, the Contact Center Priority Banker provides full-service banking to affluent clients through appropriate advice, guidance, and education on Regions’ financial products and services.

Primary Responsibilities

• Achieves Contact Center targets and goals by identifying customer needs and providing appropriate advice, guidance, and education on Regions’ financial products and services
• Achieves required levels of inbound/outbound phone calls from the top 10% of Regions customer base
• Educates and advises customers on products and services, including all loan and deposit types
• Takes ownership of customer issues and works proactively with the customer for resolution
• Refers customers to an internal team of experts when complex financial goals and needs are recognized
• Completes work with a limited degree of supervision

This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.

This position is incentive eligible.

This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to https://fedregistry.nationwidelicensingsystem.org for more information.

Requirements

• High School Diploma or GED
• Two (2) years of experience in customer service, sales, or banking
• Ability to accurately observe stable and scrolling on-screen text and images
• Ability to accurately detect verbal information and communicate verbally using a headset or speaker and microphone
• Ability to operate a keyboard and mouse to type and make on-screen selections
• Ability to work at a computer for extended periods of time

If applying for a position that will work from a remote location and not in a Regions facility, the following technical specifications will be required:

• Download speed of at least 50 megabits per second (Mbps). The Internet Service Provider (ISP) should be able to furnish this information
• Upload speed of at least 5 megabits per second (Mbps). The Internet Service Provider (ISP) should be able to furnish this information
• Must test on speedtest.net to confirm download speed or provide documentation from provider
• Satellite internet cannot be used. Wi-Fi and Wi-Fi extenders is not permitted when using Regions Equipment. Ethernet cable must be directly connected from the Internet Router to the Meraki device (provided by Regions).

Preferences

• College Degree
• One (1) year of experience lending
• One (1) year of experience in relationship-based client consultation

Skills and Competencies

• Ability to adhere to policies, procedures, and guidelines
• Ability to handle multiple priorities simultaneously
• Ability to problem solve
• Ability to provide personalized customer service
• Ability to work in a fast paced and energetic environment
• Basic computer skills with the ability to navigate various systems
• Intermediate knowledge of general banking, electronic banking, account opening processes and credit card products and services
• Strong communication and customer focus

Schedule and training:

• Remote training for 5 weeks. Training Hours are Monday-Friday 8AM-5PM CST. Following training the work schedule we are hiring is Monday-Friday 10:00am-7:00pm CST (one day off during the week either Tuesday, Wednesday or Thursday) and every Saturday or Sunday 8:00am-5:00pm CST
• You will be responsible for meeting performance goals that encompasses availability, quality, calls per hour, and product goals.

This position must be within a reasonable distance of the following locations of Houston TX.Regions will not provide relocation assistance for this position, and relocation would be at your expense. Exceptions to the geographic location requirement may be made for current Regions associates who currently work remotely.

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target:

Minimum:

$46,212.08 USD

50th Percentile:

$52,136.70 USD

Incentive Pay Plans:

This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals.

Location:

Kingwood, Texas

Equal Opportunity Employer/including Disabled/Veterans

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.