Senior Relationship Banker – Wealth & Lending

Regions Bank; Belleair Bluffs (FL); On-site; USD 47,000 - 57,000; Full time

Benefits offered by this job

Paid Vacation/Sick Time

401K with Company Match

Medical, Dental and Vision Benefits

Disability Benefits

Health Savings Account

Flexible Spending Account

Life Insurance

Parental Leave

Employee Assistance Program

Associate Volunteer Program

Job summary

Regions Bank in Belleair Bluffs, FL seeks a Senior Consumer Relationship Banker to meet customers' financial needs and deepen affluent relationships within Preferred Banking Households. The role emphasizes guidance on loans, deposits, investments, and digital banking solutions.

The successful candidate will have proven sales and service experience, strong communication, and the ability to work with a team to achieve growth and excellent customer outcomes.

Qualifications

• Bachelor’s degree or higher required.
• Life Insurance license must be obtained within 120 days of hire.
• Experience in banking, sales, or customer service preferred.
• Ability to handle cash and process transactions.
• Strong communication and relationship-building skills.

Responsibilities

• Achieves branch targets by identifying customer needs and offering Regions solutions, focusing on Preferred Banking Households.
• Conducts outbound calls to expand relationships and acquire new clients.
• Serve as primary relationship manager for a portfolio of Preferred Banking Households.
• Educates customers on Regions products, services, loans, deposits, and protection options.
• Advise on digital banking tools and ensure a seamless customer experience across channels.
• Owns and resolves customer issues and escalates when needed.

Skills

Customer service

Relationship building

Digital banking

MS Office

Communication

Education

Bachelor’s degree

Life Insurance license

Job description

Regions Bank in Belleair Bluffs, FL seeks a Senior Consumer Relationship Banker to meet customers' financial needs and deepen affluent relationships within Preferred Banking Households. The role emphasizes guidance on loans, deposits, investments, and digital banking solutions.

The successful candidate will have proven sales and service experience, strong communication, and the ability to work with a team to achieve growth and excellent customer outcomes.