Senior Relationship Banker – Wealth & Banking Solutions

Regions Bank

Miami (FL)

On-site

USD 55,000 - 64,000

Full time

4 days ago
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Benefits offered by this job

Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Life Insurance

Job summary

Regions Bank in Coral Gables, Florida, is seeking a Senior Consumer Relationship Banker to meet customers in person and by phone, assess financial needs and offer tailored products to help reach financial goals. The role emphasizes Preferred Banking Households with wealth solutions, lending, investments, and savings discussions.

The ideal candidate will excel in communication, be results-driven, and work well in a team to deliver a superior customer experience while adhering to banking

Qualifications

  • High School Diploma or GED.
  • Two years of banking, sales, and/or customer service experience.
  • Ability to obtain Life Insurance license within 120 days of hire.

Responsibilities

  • Achieves individual and branch targets by identifying customer needs and offering Regions solutions for Preferred Banking Households.
  • Conducts outbound calls to expand relationships and acquire new clients.
  • Serves as the primary relationship manager for a portfolio of Preferred Banking Households.
  • Educates customers on Regions’ consumer and business products and services, including loans, deposits, and insurance.

Skills

Customer service
Sales
Communication
Microsoft Office

Education

Bachelor’s degree

Tools

Microsoft Office suite

Job description

Regions Bank in Coral Gables, Florida, is seeking a Senior Consumer Relationship Banker to meet customers in person and by phone, assess financial needs and offer tailored products to help reach financial goals. The role emphasizes Preferred Banking Households with wealth solutions, lending, investments, and savings discussions.

The ideal candidate will excel in communication, be results-driven, and work well in a team to deliver a superior customer experience while adhering to banking

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