Senior Consumer Relationship Banker (Edgewater Branch)
Regions Financial Corporation, Frankfort, KY, 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.
Primary Responsibilities
Achieve individual and branch targets by proactively identifying customer needs and providing advanced level guidance and perspective about Regions’ solutions with a specific focus on Preferred Banking Households.
Conduct 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.
Work in partnership with the Branch Team to serve as the primary relationship manager for a portfolio of Preferred Banking Households.
Educate and advise customers on Regions’ Consumer and Business products and services, including all loan and deposit types, annuities, and life insurance.
Educate customers on emerging technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier.
Provide a consistent optimal customer experience, sharing responsibility for day‑to‑day branch responsibilities including greeting customers and processing transactions.
Own and resolve customer issues.
Refer customers to an internal team of experts when additional financial goals and needs are recognized.
Support team development by serving as a subject matter expert for junior level bankers.
Follow all bank processes and procedures and adhere to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; ensure sound banking practices, including managing, identifying and reporting operational risks.
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 frequently, 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.
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 performance in the job role. As these factors vary by individual, pay will also vary among individual associates within the same job.
Minimum: $46,797.41 USD
Median: $54,657.00 USD
Incentive Pay Plans: This role is eligible to participate in a commission incentive plan based on performance against defined metrics and goals. This role is also eligible to participate in a formulaic incentive plan 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
Location Details Edgewater, Florida
Full time
Equal Opportunity Employer / including Disabled / Veterans
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Primary Responsibilities
Achieve individual and branch targets by proactively identifying customer needs and providing advanced level guidance and perspective about Regions’ solutions with a specific focus on Preferred Banking Households.
Conduct 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.
Work in partnership with the Branch Team to serve as the primary relationship manager for a portfolio of Preferred Banking Households.
Educate and advise customers on Regions’ Consumer and Business products and services, including all loan and deposit types, annuities, and life insurance.
Educate customers on emerging technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier.
Provide a consistent optimal customer experience, sharing responsibility for day‑to‑day branch responsibilities including greeting customers and processing transactions.
Own and resolve customer issues.
Refer customers to an internal team of experts when additional financial goals and needs are recognized.
Support team development by serving as a subject matter expert for junior level bankers.
Follow all bank processes and procedures and adhere to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; ensure sound banking practices, including managing, identifying and reporting operational risks.
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 frequently, 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.
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 performance in the job role. As these factors vary by individual, pay will also vary among individual associates within the same job.
Minimum: $46,797.41 USD
Median: $54,657.00 USD
Incentive Pay Plans: This role is eligible to participate in a commission incentive plan based on performance against defined metrics and goals. This role is also eligible to participate in a formulaic incentive plan 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
Location Details Edgewater, Florida
Full time
Equal Opportunity Employer / including Disabled / Veterans
#J-18808-Ljbffr