Senior Relationship Banker: Preferred Banking & Wealth

Regions Bank; Tampa (FL); On-site; USD 52,000 - 64,000; Full time

Benefits offered by this job

401K with Company Match

Medical, Dental and Vision Benefits

Paid Vacation/Sick Time

Parental Leave

Employee Assistance Program

Job summary

Regions Bank in Tampa is seeking a Senior Consumer Relationship Banker to meet with customers to determine financial needs and offer tailored products and guidance. The role emphasizes deepening relationships with Preferred Banking Households, including complex wealth and lending solutions.

The candidate should be driven, competitive, and capable of working in a team, with strong communication skills and a focus on results and customer service excellence.

Qualifications

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

Responsibilities

• Achieves individual and branch targets and goals by proactively identifying customer needs and providing advanced guidance about Regions’ solutions for Preferred Banking Households.
• Conducts outbound calls to expand relationships and acquire new ones.
• Acts as primary relationship manager for a portfolio of Preferred Banking Households.
• Educates and advises customers on Regions’ Consumer and Business products and services, including loans and deposits.
• Educates customers on digital banking offerings to enhance convenience.
• Ensures a consistent optimal customer experience including greeting customers and processing transactions.
• Owns and resolves customer issues and refers complex goals to internal experts.
• Supports team development by serving as a subject matter expert for junior bankers.

Skills

Relationship building

Customer service

Sales

Communication skills

Education

High School Diploma or GED

Bachelor’s degree

Tools

Microsoft Office

Job description

Regions Bank in Tampa is seeking a Senior Consumer Relationship Banker to meet with customers to determine financial needs and offer tailored products and guidance. The role emphasizes deepening relationships with Preferred Banking Households, including complex wealth and lending solutions.

The candidate should be driven, competitive, and capable of working in a team, with strong communication skills and a focus on results and customer service excellence.