Regions Financial Corporation
Senior Consumer Relationship Banker (College Parkway Branch - Fort Myers)
Regions Financial Corporation, Fort Myers, Florida, United States, 33916
Job Description
At Regions, the Senior Consumer 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 focus on acquiring and deepening existing customer relationships with a focus on Preferred Banking Households, including complex, affluent solutions, wealth opportunities, investments, lending, debt consolidation, and in-depth saving conversations.
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 who are interested in a career with opportunities for growth, development, and upward mobility.
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 Preferred Banking Households.
Conducts outbound phone calls using generated customer and prospect lead lists of Preferred Banking and other consumer households to expand existing relationships and acquire new ones.
Works in partnership with the Branch Team to serve as the primary relationship manager for a portfolio of Preferred Banking Households.
Educates and advises customers on Regions’ Consumer and Business products and services, including all loan and deposit types, annuities, and life insurance.
Educates customers on emerging technology and digital solutions such as mobile, online, and ATM offerings.
Provides a consistent optimal customer experience, including day-to-day branch responsibilities such as greeting customers and processing transactions.
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 by the Branch Manager and managing 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 Standards Act.
This position is incentive eligible.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). 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
Certifications/Licensures
Life Insurance license must be obtained within 120 days of hire in the role
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 service
Excellent relationship‑building skills
Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)
Strong verbal, written communication, and organizational skills
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.
Job Range Target:
Minimum:
$51,530.08 USD
Median:
$59,570.00 USD
Incentive Pay Plans:
This role is eligible to participate in a commission incentive plan and a formulaic incentive plan based on performance against defined metrics and goals.
Benefits Information
Paid Vacation/Sick Time
401(k) 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
Location College Parkway, Fort Myers, Florida
Equal Opportunity Employer Regions is an Equal Opportunity Employer/including Disabled/Veterans.
Application Notes Job applications are accepted electronically through our career site for a minimum of five business days from posting. Higher‑volume positions may remain active longer and can be closed at any time at the company's discretion.
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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 who are interested in a career with opportunities for growth, development, and upward mobility.
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 Preferred Banking Households.
Conducts outbound phone calls using generated customer and prospect lead lists of Preferred Banking and other consumer households to expand existing relationships and acquire new ones.
Works in partnership with the Branch Team to serve as the primary relationship manager for a portfolio of Preferred Banking Households.
Educates and advises customers on Regions’ Consumer and Business products and services, including all loan and deposit types, annuities, and life insurance.
Educates customers on emerging technology and digital solutions such as mobile, online, and ATM offerings.
Provides a consistent optimal customer experience, including day-to-day branch responsibilities such as greeting customers and processing transactions.
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 by the Branch Manager and managing 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 Standards Act.
This position is incentive eligible.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). 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
Certifications/Licensures
Life Insurance license must be obtained within 120 days of hire in the role
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 service
Excellent relationship‑building skills
Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)
Strong verbal, written communication, and organizational skills
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.
Job Range Target:
Minimum:
$51,530.08 USD
Median:
$59,570.00 USD
Incentive Pay Plans:
This role is eligible to participate in a commission incentive plan and a formulaic incentive plan based on performance against defined metrics and goals.
Benefits Information
Paid Vacation/Sick Time
401(k) 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
Location College Parkway, Fort Myers, Florida
Equal Opportunity Employer Regions is an Equal Opportunity Employer/including Disabled/Veterans.
Application Notes Job applications are accepted electronically through our career site for a minimum of five business days from posting. Higher‑volume positions may remain active longer and can be closed at any time at the company's discretion.
#J-18808-Ljbffr