Senior Wealth & Relationship Banker

Regions Financial Corporation; Orlando (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

Job summary

Regions Financial Corporation in Orlando is seeking a Senior Consumer Relationship Banker to meet with customers in person and by phone, assessing financial needs and guiding them toward suitable products and services to reach their goals.

The role emphasizes acquiring and deepening relationships with Preferred Banking Households, including wealth opportunities, lending, and saving conversations. Collaboration with the branch team and a strong focus on customer service are essential.

Qualifications

• High School Diploma or GED required.
• 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 regularly, including typing and monitoring.

Responsibilities

• Achieves individual and branch targets by identifying customer needs and offering Regions’ solutions for Preferred Banking Households.
• Conducts outbound calls to expand relationships and acquire new customers.
• Serves as primary relationship manager for a portfolio of Preferred Banking Households with branch team support.
• Educates customers on Regions’ products and services, including loans, deposits, annuities, and life insurance.
• Promotes digital banking solutions (mobile, online, ATM) to enhance customer experience.
• Ensures smooth daily branch operations and sound banking practices; handles customer issues.

Skills

Customer service

Relationship building

Communication skills

Digital banking

Multitasking

Microsoft Office

Spanish (Bilingual)

Education

Bachelor’s degree

High School Diploma or GED

Tools

MS Office

Job description

Regions Financial Corporation in Orlando is seeking a Senior Consumer Relationship Banker to meet with customers in person and by phone, assessing financial needs and guiding them toward suitable products and services to reach their goals.

The role emphasizes acquiring and deepening relationships with Preferred Banking Households, including wealth opportunities, lending, and saving conversations. Collaboration with the branch team and a strong focus on customer service are essential.