Relationship Banker - Team Lead - Paddock Park Branch

Regions Bank; Ocala (FL); On-site; USD 47,000 - 60,000; Full time

Benefits offered by this job

401K Match

Medical, Dental and Vision Benefits

Paid Vacation/Sick Time

Life Insurance

Parental Leave

Job summary

Regions Bank in Ocala, Florida seeks a Relationship Banker – Team Lead to meet with customers and prospects in person and by phone, addressing financial needs with Regions' products and guidance.

The role includes coaching a team of bankers and overseeing branch activities in the Branch Manager's absence, with growth and upward mobility for motivated retail or sales professionals. Strong communication and leadership skills are essential for personalized service.

Qualifications

• High School Diploma or GED required.
• Two (2) 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.

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.
• Oversees branch operational and compliance-related tasks, ensuring branch teams understand procedural changes as they occur.

Skills

Leadership

Communication

Sales

Customer Service

Coaching

Education

High School Diploma

Bachelor's degree preferred

Tools

NMLS License

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.

Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.

Job Description

At Regions, the Relationship Banker – Team Lead is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. In addition, the Relationship Banker – Team Lead is responsible for coaching a team of bankers and will oversee some branch activities in the Branch Manager's absence. This role offers an exciting opportunity for candidates with retail or sales experience that are interested in a career with opportunities for growth, development, and upward mobility.

Regions' mission is to make life better for our customers and communities, and we are looking for candidates committed to helping customers reach their financial goals by understanding and meeting customer needs. The successful candidate should be individually driven and competitive, as well as motivated to work as a team to achieve a common goal. This requires a candidate with strong communication and leadership skills as well as the ability to provide personalized customer service.

Primary 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

This position requires the tracking of time for hours worked in excess of 40 per week and is eligible for overtime 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 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

Preferences

• Bachelor's degree
• Supervisory/management experience

Skills And Competencies

• Ability to adhere to policies, procedures, and guidelines
• Ability to assist customers with digital banking offerings
• Ability to handle multiple priorities simultaneously
• Excellent relationship-building skills
• Strong communication and customer focus
• Strong leadership skills

Position Type

Full time

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

$47,400.67 USD

Median

$58,786.00 USD

Incentive Pay Plans

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.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.

Benefits Information

• 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

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.

https://www.regions.com/about-regions/welcome-portal/benefits

Location Details

Paddock Park

Location

Ocala, Florida

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.