Relationship Banker II: Grow Client Relationships

Regions Bank; Charlotte (NC); On-site; USD 48,000 - 58,000; Full time

Job summary

Regions Bank in Charlotte, NC seeks a Relationship Banker II to meet with customers in person and by phone, assess their financial needs, and offer suitable Regions products and guidance. This role suits candidates with retail or sales experience seeking growth opportunities and upward mobility.

The successful candidate will excel at identifying customer needs, communicating effectively, and collaborating with a team to reach branch goals. Overtime and NMLS registration are required.

Qualifications

• High School Diploma or GED required.
• 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

• Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions’ solutions.
• Conducts outbound phone calls using generated customer and prospect lead lists to expand existing customer relationships and acquire new ones.
• 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, including greeting customers and processing transactions to ensure customers bank when, where, and how they choose.
• Owns and resolves customer issues.

Skills

Customer relationship

Communication skills

Cash handling

Sales/upsell

Digital banking tools

Education

High School Diploma or GED

Bachelor’s degree

Job description

Regions Bank in Charlotte, NC seeks a Relationship Banker II to meet with customers in person and by phone, assess their financial needs, and offer suitable Regions products and guidance. This role suits candidates with retail or sales experience seeking growth opportunities and upward mobility.

The successful candidate will excel at identifying customer needs, communicating effectively, and collaborating with a team to reach branch goals. Overtime and NMLS registration are required.