Senior Consumer Relationship Banker (New Smyrna Branch)
Regions Bank, Florida, NY, United States
Job Description
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 offering appropriate products, services, and guidance to achieve their goals. This role focuses on acquiring and deepening existing customer relationships, particularly with 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-level guidance on Regions’ solutions, focusing on Preferred Banking Households.
Conducts outbound phone calls using generated lead lists to expand relationships and acquire new customers.
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 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 as a subject matter expert for junior bankers.
Follows all bank processes and procedures, adheres to applicable laws and regulations, and reports operational risks.
Requirements
High School Diploma or GED.
Two 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 electronically.
Ability to use a computer regularly, including typing and sustained monitor attention.
Ability to work Saturdays as needed.
Ability to walk and stand for extended periods.
Ability to lift up to twenty (20) pounds.
Certifications & Licensures
Life Insurance license must be obtained within 120 days of hire.
Preferences
Bachelor’s degree.
Skills & 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).
Strong verbal, written communication, and organizational skills.
Position Type Full time
Compensation Details Pay ranges are job-specific and provided as a point‑of‑market reference. Factors that directly impact pay include experience, skills, knowledge, contribution, job location, and performance. The target information listed below is based on the Metropolitan Statistical Area Market Range.
Minimum Salary
$46,797.41 USD
Median Salary
$54,657.00 USD
Incentive Pay Plans This role is eligible to participate in both commission and formulaic incentive plans, offering potential earnings 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 ProgramAssociate Volunteer Program
Location Details New Smyrna Main
Location New Smyrna Beach, Florida
Equal Opportunity Employer/including Disabled/Veterans
#J-18808-Ljbffr
Primary Responsibilities
Achieves individual and branch targets by proactively identifying customer needs and providing advanced-level guidance on Regions’ solutions, focusing on Preferred Banking Households.
Conducts outbound phone calls using generated lead lists to expand relationships and acquire new customers.
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 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 as a subject matter expert for junior bankers.
Follows all bank processes and procedures, adheres to applicable laws and regulations, and reports operational risks.
Requirements
High School Diploma or GED.
Two 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 electronically.
Ability to use a computer regularly, including typing and sustained monitor attention.
Ability to work Saturdays as needed.
Ability to walk and stand for extended periods.
Ability to lift up to twenty (20) pounds.
Certifications & Licensures
Life Insurance license must be obtained within 120 days of hire.
Preferences
Bachelor’s degree.
Skills & 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).
Strong verbal, written communication, and organizational skills.
Position Type Full time
Compensation Details Pay ranges are job-specific and provided as a point‑of‑market reference. Factors that directly impact pay include experience, skills, knowledge, contribution, job location, and performance. The target information listed below is based on the Metropolitan Statistical Area Market Range.
Minimum Salary
$46,797.41 USD
Median Salary
$54,657.00 USD
Incentive Pay Plans This role is eligible to participate in both commission and formulaic incentive plans, offering potential earnings 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 ProgramAssociate Volunteer Program
Location Details New Smyrna Main
Location New Smyrna Beach, Florida
Equal Opportunity Employer/including Disabled/Veterans
#J-18808-Ljbffr