Relationship Banker Team Lead — Growth & Leadership

Regions Bank; Madison (WI); On-site; USD 45,000 - 56,000; Full time

Benefits offered by this job

Paid Vacation/Sick Time

401K with Company Match

Medical, Dental and Vision Benefits

Job summary

Regions Bank in Ridgeland, MS is seeking a Relationship Banker – Team Lead to meet with customers to assess financial needs and offer suitable products. The role includes coaching a team of bankers and overseeing branch activities in the Branch Manager’s absence.

The ideal candidate has retail or sales experience, strong communication and leadership skills, and a drive for growth and customer service excellence. This full-time position supports overtime and regulatory compliance requirements.

Qualifications

• High School Diploma or GED.
• Two years of banking, sales, and/or customer service experience.
• 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

• Partners with the Branch Manager to guide and direct all branch activities.
• Achieves branch targets and goals by proactively identifying customer needs and providing expert level guidance and perspective about Regions’ solutions.
• Conducts outbound phone calls using generated customer and prospect lead lists to expand existing customer relationships and acquires new ones.
• Partners with branch leadership on new business development opportunities and fosters financial wellness within local communities.
• Provides consistent coaching to junior level bankers to assist with strengthening their product knowledge and identifying customer needs.
• 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, which may consist of sharing responsibility for greeting customers and processing transactions to ensure customers bank when, where, and how they choose.
• Oversees branch operational and compliance-related tasks, ensuring branch teams understand procedural changes as they occur.
• Resolves escalated issues, primarily in Branch Manager's absences, which may include team scheduling, counseling associates, or input into hiring decisions.
• Refers customers to an internal team of experts when additional 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

Customer service

Leadership

Sales

Banking knowledge

Communication

Cash handling

Time management

Team coaching

Education

High School Diploma or GED

Bachelor’s degree

Tools

MS Office

Job description

Regions Bank in Ridgeland, MS is seeking a Relationship Banker – Team Lead to meet with customers to assess financial needs and offer suitable products. The role includes coaching a team of bankers and overseeing branch activities in the Branch Manager’s absence.

The ideal candidate has retail or sales experience, strong communication and leadership skills, and a drive for growth and customer service excellence. This full-time position supports overtime and regulatory compliance requirements.