Senior Consumer Relationship Banker (Essen Lane Branch)
Regions Bank, Baton Rouge, LA, United States
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 focuses 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.
Primary Responsibilities
Achieves individual and branch targets by proactively identifying customer needs and providing advanced 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 managers 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, which may include 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, ensuring sound banking practices and managing operational risks.
This position requires 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). Please 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/Licenses
Life Insurance license must be obtained within 120 days of hire in 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.
Position Type Full time
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 in the job role.
Minimum Job Range Target: $49,397.26 USD
Median $57,693.50 USD
Incentive Pay Plans This role is eligible to participate in a commission incentive plan and a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.
Benefits Information
Paid Vacation/Sick Time
401K 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
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time.
Location Details Essen Lane, Baton Rouge, Louisiana
Equal Opportunity Employer / including Disabled / Veterans
#J-18808-Ljbffr
Primary Responsibilities
Achieves individual and branch targets by proactively identifying customer needs and providing advanced 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 managers 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, which may include 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, ensuring sound banking practices and managing operational risks.
This position requires 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). Please 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/Licenses
Life Insurance license must be obtained within 120 days of hire in 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.
Position Type Full time
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 in the job role.
Minimum Job Range Target: $49,397.26 USD
Median $57,693.50 USD
Incentive Pay Plans This role is eligible to participate in a commission incentive plan and a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.
Benefits Information
Paid Vacation/Sick Time
401K 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
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time.
Location Details Essen Lane, Baton Rouge, Louisiana
Equal Opportunity Employer / including Disabled / Veterans
#J-18808-Ljbffr