Senior Small Business Relationship Banker - 146th & Greyhound Pass Branch

Regions Bank; Carmel (IN); 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 Carmel, Indiana is seeking a Senior Small Business Relationship Banker to meet with customers and prospects in person and by phone to understand financial needs and offer appropriate Regions products and guidance. The role concentrates on small business clients with revenues up to $5MM, aiming to acquire new customers and deepen existing relationships.

You will work with a branch team, educate customers on products including loans, deposits, and digital tools, and deliver a

Qualifications

• High School Diploma or GED is required.
• Two years of banking, sales, and/or customer service experience is required.
• Ability to handle cash and cash transactions.
• Ability to communicate in person, on the phone, and through electronic channels.
• Ability to use a computer with typing and sustained attention to a monitor.
• Ability to work Saturdays as needed.
• Ability to walk and stand for extended periods, and lift up to 20 pounds.
• Bachelor’s degree preferred.

Responsibilities

• Achieves branch targets and guides small business customers with Regions solutions.
• Conducts outbound calls to expand relationships and acquire new customers.
• Serve as primary relationship manager for a portfolio of small business customers up to $5MM revenue.
• Educates customers on Regions Consumer and Business products and services.
• Promotes Regions’ digital banking offerings and technology.

Skills

Policy adherence

Digital banking assistance

Multi-tasking

Customer service

Relationship building

MS Office

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.

Job Description

At Regions, the Senior Small Business Relationship Banker is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. This role will provide services to all customers but will focus on small business customers with revenues up to $5MM -- acquiring new customers, and deepening existing customer relationships through checking acquisition, check card, money movement, credit card, merchant services, and lending.

Regions' mission is to make life better for our customers and communities, and we are looking for candidates committed to helping customers reach their financial goals by understanding and meeting customer needs. This role offers an exciting opportunity for candidates with retail or sales experience that are interested in a career with opportunities for growth, development, and upward mobility. The successful candidate should be individually driven and competitive, as well as motivated to work as a team to achieve a common goal. This requires a candidate who excels at identifying customer needs and possesses strong communication skills.

Primary 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
• Refs 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

This position requires the tracking of time for hours worked in excess of 40 per week and is eligible for overtime under the Fair Labor Standard Act.

This position is incentive eligible.

This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to https://fedregistry.nationwidelicensingsystem.org for more information.

Requirements

• High School Diploma or GED
• Two (2) 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 (20) pounds

Preferences

• Bachelor’s degree

Skills and Competencies

• Ability to adhere to policies, procedures, and guidelines
• Ability to assist customers with digital banking offerings
• Ability to handle multiple priorities simultaneously
• Ability to provide excellent customer serviceExcellent relationship-building skills
• Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)
• Strong business acumen to assess the needs of small business clients
• Strong verbal, written communication, and organizational skills

Position Type

Full time

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target:

Minimum:

$51,997.12 USD

Median:

$60,730.00 USD

Incentive Pay Plans

This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals. This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.

Benefits Information

• 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

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.

https://www.regions.com/about-regions/welcome-portal/benefits

Location Details

146th and Greyhound Pass

Location

Carmel, Indiana

Equal Opportunity Employer/including Disabled/Veterans