Relationship Banker II: Grow Client Wealth & Trust

Regions Bank; Miami (FL); On-site; USD 44,000 - 53,000; Full time

Benefits offered by this job

Paid Vacation/Sick Time

401K with Company Match

Medical, Dental and Vision Benefits

Disability Benefits

Health Savings Account

Flexible Spending Account

Life Insurance

Parental Leave

Employee Assistance Program

Associate Volunteer Program

Job summary

Regions in Coconut Grove, Florida is seeking a Relationship Banker II to meet with customers in person and by phone, assess financial needs, and offer appropriate products and guidance to help achieve goals. This role is ideal for individuals with retail or sales experience seeking growth and upward mobility.

Responsibilities include identifying customer needs to reach branch targets, making outbound calls, educating customers on Consumer and Business products, and guiding them through digital

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.
• Bachelor’s degree preferred; Life Insurance license preferred.
• One year of cash-handling, banking, and/or customer service experience preferred.

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
• 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
• Owns and resolves customer issues
• Refers customers to an internal team of experts when 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

Skills

Relationship building

Sales & cross-sell

Communication skills

Cash handling

Digital banking support

Bilingual EN/ES

Policy compliance

Education

High School Diploma or GED

Bachelor’s degree

Life Insurance License

Job description

Regions in Coconut Grove, Florida is seeking a Relationship Banker II to meet with customers in person and by phone, assess financial needs, and offer appropriate products and guidance to help achieve goals. This role is ideal for individuals with retail or sales experience seeking growth and upward mobility.

Responsibilities include identifying customer needs to reach branch targets, making outbound calls, educating customers on Consumer and Business products, and guiding them through digital