Senior Small Business Banker — Grow Client Relationships

Regions; Winter Park (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 Winter Park, FL is seeking a Senior Small Business Relationship Banker to meet with customers and prospects, assess financial needs, and offer appropriate Regions products and guidance to help achieve financial goals. The role focuses on small business customers with revenues up to $5MM and involves acquiring new customers and deepening relationships through various banking services.

The successful candidate will drive results, excel in communication, and work as part of a team

Qualifications

• High School Diploma or GED required.
• Two years of banking, sales, and/or customer service experience.
• 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 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 small business customers.
• Conducts outbound phone calls using generated customer and prospect lead lists of small business and consumer customers to expand existing relationships and acquire new ones.
• Works in partnership with the Branch Manager to serve as the primary relationship managers for a portfolio of small business customers with revenues up to $5MM.
• Educates and advises customers on Regions’ Consumer and Business products and services, including all loan and deposit types.
• 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.
• Supports 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

Communication

Sales skills

Financial services knowledge

Education

High School Diploma or GED

Bachelor’s degree

Tools

Microsoft Office

Job description

Regions Bank in Winter Park, FL is seeking a Senior Small Business Relationship Banker to meet with customers and prospects, assess financial needs, and offer appropriate Regions products and guidance to help achieve financial goals. The role focuses on small business customers with revenues up to $5MM and involves acquiring new customers and deepening relationships through various banking services.

The successful candidate will drive results, excel in communication, and work as part of a team