Senior Relationship Banker: Wealth & Preferred Banking

Regions Financial Corporation; Clearwater (FL); On-site; USD 47,000 - 57,000; Full time

Job summary

Regions Financial Corporation in Clearwater, FL, seeks a Senior Consumer Relationship Banker to meet customers in person and by phone, assessing financial needs and offering suitable products and guidance to help reach financial goals.

The role concentrates on expanding existing relationships within Preferred Banking Households, including complex wealth solutions, lending, investments and saving discussions. Strong communication, sales experience, and team collaboration are essential.

Qualifications

• 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, 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 level guidance and perspective about Regions’ solutions with a specific focus on Preferred Banking Households
• Conducts outbound phone calls using generated customer and prospect lead lists of Preferred Banking and other consumer households to expand existing relationships and acquire new ones
• Works in partnership with the Branch Team to serve as the primary relationship managers for a portfolio of Preferred Banking Households
• Educates and advises customers on Regions’ Consumer and Business products and services, including all loan and deposit types, annuities, and life insurance
• Educates customers on emerging technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier
• Provides a consistent optimal customer experience, which may consist of sharing responsibility for day to day branch responsibilities including but not limited to greeting customers and processing transactions to ensure customers bank when, where, and how they choose
• Owns and resolves customer issues
• Refers customers to an internal team of experts when additional financial goals and needs are recognized
• Support team development by serving as a subject matter expert for junior level bankers
• Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks

Skills

Relationship-building

Microsoft Office

Verbal and written communication

Organizational skills

Policies and procedures adherence

Digital banking offerings

Multitasking

Customer service

Education

Bachelor's degree

High School Diploma or GED

Tools

Microsoft Office

Job description

Regions Financial Corporation in Clearwater, FL, seeks a Senior Consumer Relationship Banker to meet customers in person and by phone, assessing financial needs and offering suitable products and guidance to help reach financial goals.

The role concentrates on expanding existing relationships within Preferred Banking Households, including complex wealth solutions, lending, investments and saving discussions. Strong communication, sales experience, and team collaboration are essential.