Senior Consumer Banking Relationship Manager (Preferred Banking)

Regions Financial Corporation; Nashville (TN); On-site; USD 47,000 - 57,000; Full time

Job summary

Regions Financial Corporation in Nashville, TN seeks a Senior Consumer Relationship Banker to meet with customers and prospects in person and by phone, assessing financial needs and offering Regions’ products and guidance to help clients reach goals.

The role focuses on Preferred Banking Households with affluent solutions, investments, lending, and wealth opportunities, requiring strong communication and relationship-building skills.

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
• Life Insurance license must be obtained within 120 days of hire in role

Responsibilities

• Achieves individual and branch targets 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

Ability to adhere to policies,Proced

Assist customers with digital banking

Handle multiple priorities

Provide excellent customer service

Relationship-building

Strong verbal, written communication

Education

Bachelor’s degree

Tools

Microsoft Office Suite

Job description

Regions Financial Corporation in Nashville, TN seeks a Senior Consumer Relationship Banker to meet with customers and prospects in person and by phone, assessing financial needs and offering Regions’ products and guidance to help clients reach goals.

The role focuses on Preferred Banking Households with affluent solutions, investments, lending, and wealth opportunities, requiring strong communication and relationship-building skills.