Senior SMB Relationship Banker — Growth & Impact

Regions Financial Corporation

La Vergne (TN)

On-site

USD 47,000 - 57,000

Full time

4 days ago
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Benefits offered by this job

Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Parental Leave
Employee Assistance Program

Job summary

Regions Financial Corporation in La Vergne, Tennessee, is seeking a Senior Small Business Relationship Banker to meet with customers and prospects, determining their financial needs and guiding them to Regions’ solutions. The role emphasizes small business clients with revenues up to $5MM, acquiring new customers and deepening relationships.

The position requires a blend of retail or sales experience, strong communication, and the ability to work as part of a collaborative team to drive growth

Qualifications

  • 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.
  • Ability to lift up to twenty (20) 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

Customer service
Sales experience
Communication skills
Relationship building
Banking knowledge
Phone & in-person sales

Education

Bachelor's degree
High School Diploma or GED

Tools

Microsoft Office

Job description

Regions Financial Corporation in La Vergne, Tennessee, is seeking a Senior Small Business Relationship Banker to meet with customers and prospects, determining their financial needs and guiding them to Regions’ solutions. The role emphasizes small business clients with revenues up to $5MM, acquiring new customers and deepening relationships.

The position requires a blend of retail or sales experience, strong communication, and the ability to work as part of a collaborative team to drive growth

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