Senior Banking Advisor: Preferred Wealth & Relationships

Regions Financial Corporation; Ocala (FL); On-site; USD 49,000 - 58,000; Full time

Benefits offered by this job

Paid Vacation/Sick Time

401K with Company Match

Medical, Dental and Vision Benefits

Job summary

Regions Financial Corporation in Ocala, FL seeks a Senior Consumer Relationship Banker to meet customers in person and by phone, assess financial needs, and offer products and guidance to help achieve goals. Focus on Preferred Banking Households with affluent solutions, lending, investments, and digital banking options.

You will collaborate with a branch team to grow relationships, educate customers on Regions’ consumer and business products, and provide an excellent, compliant customer

Qualifications

• High School Diploma or GED.
• Two (2) years of banking, sales, and/or customer service experience.
• 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 work Saturdays as needed.
• Ability to walk and stand for extended periods of time.
• Ability to lift up to twenty (20) pounds.

Responsibilities

• Achieves individual and branch targets and goals by proactively identifying customer needs and providing advanced level guidance and perspective about Regions’ solutions with a specific focus on Preferred Banking Households.
• Conducts outbound phone calls using generated customer and prospect lead lists of Preferred Banking and other consumer households to expand existing relationships and acquire new ones.
• Works in partnership with the Branch Team to serve as the primary relationship managers for a portfolio of Preferred Banking Households.
• Educates and advises customers on Regions’ Consumer and Business products and services, including all loan and deposit types, annuities, and life insurance.
• 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 day to day branch responsibilities including but not limited to 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 additional financial goals and needs are recognized.
• Support team development by serving as a subject matter expert for junior level bankers.
• 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

Sales experience

Communication skills

Relationship-building

Digital banking knowledge

Cash handling

Education

High School Diploma or GED

Bachelor’s degree (preferred)

Tools

Microsoft Office

Job description

Regions Financial Corporation in Ocala, FL seeks a Senior Consumer Relationship Banker to meet customers in person and by phone, assess financial needs, and offer products and guidance to help achieve goals. Focus on Preferred Banking Households with affluent solutions, lending, investments, and digital banking options.

You will collaborate with a branch team to grow relationships, educate customers on Regions’ consumer and business products, and provide an excellent, compliant customer