Senior Relationship Banker: Preferred Banking & Wealth

Regions Financial Corporation; Greenville (MS); On-site; USD 47,000 - 60,000; Full time

Benefits offered by this job

Paid Vacation/Sick Time

401K with Company Match

Medical, Dental and Vision Benefits

Disability Benefits

Job summary

Regions in Greenville, Mississippi is seeking a Senior Consumer Relationship Banker to meet with customers and determine financial needs, offering appropriate products and guidance to help achieve goals. The role emphasizes deepening relationships within Preferred Banking Households and providing wealth-building solutions.

Candidates excel in sales and service, communicate effectively, and collaborate with the branch team to deliver a seamless customer experience.

Qualifications

• High School Diploma or GED required.
• 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 work Saturdays as needed.
• Ability to walk and stand for extended periods of time.
• Life Insurance license must be obtained within 120 days of hire in role.
• Bachelor’s degree preferred.

Responsibilities

• Achieves individual and branch targets and goals by proactively identifying customer needs and providing guidance on Regions’ solutions for Preferred Banking Households.
• Conducts outbound calls to expand relationships and acquire new ones.
• Serve as primary relationship manager for a portfolio of Preferred Banking Households.
• Educates customers on Regions’ Consumer and Business products and services, including loans, deposits, annuities, and life insurance.
• Educates customers on digital banking options to improve convenience.
• Provide a consistent, optimal customer experience and assist with day-to-day branch duties.
• Owns and resolves customer issues and refers complex goals to specialists.
• Support team development by sharing expertise with junior bankers.

Skills

Strong communication skills

Customer service experience

Sales experience

Cash handling

Digital banking

Microsoft Office

Relationship-building

Multitasking

Education

High School Diploma or GED

Bachelor’s degree

Tools

Microsoft Office

Job description

Regions in Greenville, Mississippi is seeking a Senior Consumer Relationship Banker to meet with customers and determine financial needs, offering appropriate products and guidance to help achieve goals. The role emphasizes deepening relationships within Preferred Banking Households and providing wealth-building solutions.

Candidates excel in sales and service, communicate effectively, and collaborate with the branch team to deliver a seamless customer experience.