Team Lead, Relationship Banking & Growth

Regions Financial Corporation

Chattanooga (TN)

On-site

USD 43,000 - 52,000

Full time

7 days ago
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Job summary

Regions Financial Corporation is seeking a Relationship Banker – Team Lead to meet with customers in person and by phone to assess financial needs and offer suitable products and guidance to achieve financial goals.

The role includes coaching a team of bankers, overseeing branch activities in the Branch Manager’s absence, and driving growth with a focus on customer service and leadership. A background in retail or sales is preferred, with opportunities for growth within Regions.

Qualifications

  • High School Diploma or GED is required.
  • Bachelor’s degree is preferred.

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 guidance about Regions’ solutions.
  • Conducts outbound phone calls using generated customer and prospect lists to expand relationships.
  • Leads new business development opportunities and fosters financial wellness within local communities.
  • Coaches junior bankers to strengthen product knowledge and identify customer needs.
  • Educates customers on Regions’ Consumer and Business products and services, including loans and deposits.
  • Explains Regions’ digital banking offerings and fintech solutions to customers.
  • Ensures a consistent optimal customer experience, including greeting customers and processing transactions as needed.
  • Oversees branch operational and compliance tasks and communicates procedural changes.
  • Resolves escalated issues in the Branch Manager’s absence and assists with hiring decisions.
  • Refers customers to internal experts for deeper financial goals.

Skills

Policies adhered
Customer service
Multi-tasking
Relationship building
Communication
Leadership

Education

High School Diploma or GED
Bachelor’s degree

Job description

Regions Financial Corporation is seeking a Relationship Banker – Team Lead to meet with customers in person and by phone to assess financial needs and offer suitable products and guidance to achieve financial goals.

The role includes coaching a team of bankers, overseeing branch activities in the Branch Manager’s absence, and driving growth with a focus on customer service and leadership. A background in retail or sales is preferred, with opportunities for growth within Regions.

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