Team Lead Relationship Banker - Branch Growth

Regions Bank; Ocala (FL); On-site; USD 47,000 - 60,000; Full time

Benefits offered by this job

401K Match

Medical, Dental and Vision Benefits

Paid Vacation/Sick Time

Life Insurance

Parental Leave

Job summary

Regions Bank in Ocala, Florida seeks a Relationship Banker – Team Lead to meet with customers and prospects in person and by phone, addressing financial needs with Regions' products and guidance.

The role includes coaching a team of bankers and overseeing branch activities in the Branch Manager's absence, with growth and upward mobility for motivated retail or sales professionals. Strong communication and leadership skills are essential for personalized service.

Qualifications

• High School Diploma or GED required.
• Two (2) years of banking, sales, and/or customer service experience.
• Ability to work Saturdays as needed.
• Ability to handle cash and process cash transactions.
• Ability to communicate in person, on the phone, and through electronic channels.

Responsibilities

• Partners with the Branch Manager to guide and direct all branch activities.
• Achieves branch targets and goals by proactively identifying customer needs and providing expert level guidance and perspective about Regions' solutions.
• Conducts outbound phone calls using generated customer and prospect lead lists to expand existing customer relationships and acquires new ones.
• Partners with branch leadership on new business development opportunities and fosters financial wellness within local communities.
• Provides consistent coaching to junior level bankers to assist with strengthening their product knowledge and identifying customer needs.
• 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.
• Oversees branch operational and compliance-related tasks, ensuring branch teams understand procedural changes as they occur.

Skills

Leadership

Communication

Sales

Customer Service

Coaching

Education

High School Diploma

Bachelor's degree preferred

Tools

NMLS License

Job description

Regions Bank in Ocala, Florida seeks a Relationship Banker – Team Lead to meet with customers and prospects in person and by phone, addressing financial needs with Regions' products and guidance.

The role includes coaching a team of bankers and overseeing branch activities in the Branch Manager's absence, with growth and upward mobility for motivated retail or sales professionals. Strong communication and leadership skills are essential for personalized service.