Senior Relationship Banker - Wealth & Lending

Regions Bank; Clearwater (FL); Vor Ort; USD 47.000 - 57.000; Vollzeit

Benefits dieser Stelle

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

Volunteer Program

Zusammenfassung

Regions Bank in Clearwater, FL seeks a Senior Consumer Relationship Banker to meet with customers and prospects, determine financial needs, and offer suitable products and guidance to achieve goals.

The role emphasizes acquiring and deepening relationships with Preferred Banking Households, including complex wealth solutions, lending, and investments. Strong communication and teamwork are essential.

Qualifikationen

• High School Diploma or GED.
• Two 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.
• Ability to work Saturdays as needed.
• Ability to lift up to twenty pounds.
• Life Insurance license must be obtained within 120 days of hire.
• Bachelor’s degree is preferred.

Aufgaben

• Achieves individual and branch targets by proactively identifying customer needs and providing advanced guidance on Regions’ solutions for Preferred Banking Households.
• Conducts outbound calls to expand relationships with PB households and acquire new ones.
• Serves as the primary relationship manager for a portfolio of Preferred Banking Households.
• Educates customers on Regions products including loans, deposits, annuities, and life insurance.
• Promotes Regions digital banking solutions to make banking easier.
• Delivers a consistent customer experience and supports day-to-day branch operations.
• Owns and resolves customer issues and refers to colleagues when needed.
• Supports team development by sharing expertise with junior bankers and ensuring compliance.

Kenntnisse

Customer service

Sales

Relationship management

Communication

MS Office

Ausbildung

High School Diploma or GED

Bachelor’s degree (preferred)

Tools

MS Office

Jobbeschreibung

Regions Bank in Clearwater, FL seeks a Senior Consumer Relationship Banker to meet with customers and prospects, determine financial needs, and offer suitable products and guidance to achieve goals.

The role emphasizes acquiring and deepening relationships with Preferred Banking Households, including complex wealth solutions, lending, and investments. Strong communication and teamwork are essential.