Relationship Banker II

Jobtailor; Dickson (TN); On-site; USD 38,000 - 48,000; Full time

Job summary

Regions Bank in Dickson, TN seeks a Customer Service Representative to meet with customers in person and by phone, assess financial needs, and offer suitable Regions products and guidance.

You will educate customers on digital banking, process transactions, and support branch targets while complying with banking regulations and risk controls.

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 lift up to 20 pounds.
• Must register with the Nationwide Mortgage Licensing System and Registry (NMLS).
• Ability to adhere to policies, procedures, and guidelines.
• Ability to assist customers with digital banking offerings.
• Ability to handle multiple priorities simultaneously.
• Ability to oversee large sums of cash.
• Excellent relationship-building skills.
• Strong communication and customer focus.

Responsibilities

• Meet customers in person and by phone to determine financial needs.
• Proactively offer appropriate products and guidance to help customers achieve financial goals.
• Achieve branch targets by identifying customer needs and providing guidance about Regions’ solutions.
• Conduct outbound phone calls using lead lists to expand relationships and acquire new customers.
• Educate and advise customers on Regions’ Consumer and Business products and services, including loan and deposit types.
• Educate customers on digital banking solutions.
• Provide an optimal customer experience, including greeting customers and processing transactions.
• Own and resolve customer issues.
• Refer customers to internal experts for complex financial goals and needs.
• Follow bank processes, procedures, laws, and regulations.
• Complete duties delegated by the Branch Manager.
• Manage, identify, and report operational risks as a branch team member.

Skills

Cash Transactions

Financial Needs Assessment

Outbound Calling

Loan and Deposit Types

Operational Risk Management

Education

High School Diploma or GED

Tools

Digital Banking Platforms

Computer Proficiency

Job description

• Meet with customers and prospects in person and by phone to determine financial needs
• Proactively offer appropriate products, services, and guidance to help customers achieve financial goals
• Achieve branch targets and goals by identifying customer needs and providing guidance about Regions’ solutions
• Conduct outbound phone calls using customer and prospect lead lists to expand relationships and acquire new customers
• Educate and advise customers on Regions’ Consumer and Business products and services, including loan and deposit types
• Educate customers on mobile, online, and ATM digital banking solutions
• Provide an optimal customer experience, including greeting customers and processing transactions
• Own and resolve customer issues
• Refer customers to internal experts when complex financial goals and needs are identified
• Follow bank processes, procedures, laws, and regulations
• Complete duties delegated and assigned by the Branch Manager
• Manage, identify, and report operational risks as a branch team member

Requirements

• 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 timeAbility to lift up to twenty (20) pounds
• Must register with the Nationwide Mortgage Licensing System and Registry (NMLS)
• Ability to adhere to policies, procedures, and guidelines
• Ability to assist customers with digital banking offerings
• Ability to handle multiple priorities simultaneously
• Ability to oversee large sums of cash
• Excellent relationship-building skills
• Strong communication and customer focus

Core Competencies

Demonstrates expertise in customer relationship management and financial product education, with a strong focus on achieving branch targets and providing exceptional customer service. Proficient in digital banking solutions and compliance with banking regulations.

Highest-signal resume keywords

• Customer Relationship Management
• Financial Product Education
• Digital Banking Solutions
• Cash Handling
• NMLS Registration

ATS Optimization Keywords

Hard Skills

• Cash Transactions
• Financial Needs Assessment
• Outbound Calling
• Loan and Deposit Types
• Operational Risk Management

Soft Skills

• Excellent Relationship-Building Skills
• Strong Communication
• Customer Focus
• Ability to Handle Multiple Priorities
• Problem Resolution

Certifications & Qualifications

• NMLS Registration

Industry Keywords

• Banking Regulations
• Branch Targets
• Customer Experience
• Financial Goals
• Policies and Procedures

Tools & Technologies

• Digital Banking Platforms
• Computer Proficiency