Relationship Banker Team Lead (Troy University Branch)
Regions Financial Corporation, Jacksonville, FL, United States
Relationship Banker – Team Lead
The Relationship Banker – Team Lead meets with customers and prospects both in person and on the phone to determine their financial needs and meet those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. The role also involves coaching a team of bankers and overseeing branch activities in the Branch Manager’s absence.
Primary 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 level guidance and perspective about Regions’ solutions
Conducts outbound phone calls using generated customer and prospect lead lists to expand existing customer relationships and acquire new ones
Partners with branch leadership on new business development opportunities and fosters financial wellness within local communities
Provides consistent coaching to junior level bankers to assist with strengthening their product knowledge and identifying customer needs
Educates and advises customers on Regions’ Consumer and Business products and services, including all loan and deposit types
Educates customers on emerging technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier
Provides a consistent optimal customer experience, which may consist of sharing responsibility for greeting customers and processing transactions to ensure customers bank when, where, and how they choose
Oversees branch operational and compliance‑related tasks, ensuring branch teams understand procedural changes as they occur
Resolves escalated issues, primarily in the Branch Manager’s absence, which may include team scheduling, counseling associates, or input into hiring decisions
Refers customers to an internal team of experts when additional financial goals and needs are recognized
Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures 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 work Saturdays as needed
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 walk and stand for extended periods of time
Ability to lift up to twenty (20) pounds
Preferences
Bachelor’s degree
Supervisory/management experience
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
Excellent relationship‑building skills
Strong communication and customer focus
Strong leadership 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.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum: $44,905.90 USD
50th Percentile: $55,692.00 USD
Incentive Pay Plans This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals. This role is also eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.
Location Troy, Alabama
Equal Opportunity Employer, including Disabled & Veterans
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 and requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS).
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Primary 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 level guidance and perspective about Regions’ solutions
Conducts outbound phone calls using generated customer and prospect lead lists to expand existing customer relationships and acquire new ones
Partners with branch leadership on new business development opportunities and fosters financial wellness within local communities
Provides consistent coaching to junior level bankers to assist with strengthening their product knowledge and identifying customer needs
Educates and advises customers on Regions’ Consumer and Business products and services, including all loan and deposit types
Educates customers on emerging technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier
Provides a consistent optimal customer experience, which may consist of sharing responsibility for greeting customers and processing transactions to ensure customers bank when, where, and how they choose
Oversees branch operational and compliance‑related tasks, ensuring branch teams understand procedural changes as they occur
Resolves escalated issues, primarily in the Branch Manager’s absence, which may include team scheduling, counseling associates, or input into hiring decisions
Refers customers to an internal team of experts when additional financial goals and needs are recognized
Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures 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 work Saturdays as needed
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 walk and stand for extended periods of time
Ability to lift up to twenty (20) pounds
Preferences
Bachelor’s degree
Supervisory/management experience
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
Excellent relationship‑building skills
Strong communication and customer focus
Strong leadership 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.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum: $44,905.90 USD
50th Percentile: $55,692.00 USD
Incentive Pay Plans This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals. This role is also eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.
Location Troy, Alabama
Equal Opportunity Employer, including Disabled & Veterans
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 and requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS).
#J-18808-Ljbffr