Senior Small Business Relationship Banker (East Albany Branch)
Regions Financial Corporation, Albany, GA, United States
Job Description:
At Regions, the Senior Small Business 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 provide services to all customers but will focus on small business customers with revenues up to $5MM – acquiring new customers, and deepening existing customer relationships through checking acquisition, check card, money movement, credit card, merchant services, and lending.
Primary Responsibilities
Achieve individual and branch targets by proactively identifying customer needs and providing advanced-level guidance and perspective about Regions’ solutions with a focus on small business customers.
Conduct outbound phone calls using generated customer and prospect lead lists of small business and consumer customers to expand existing relationships and acquire new ones.
Work in partnership with the Branch Manager to serve as the primary relationship manager for a portfolio of small business customers with revenues up to $5MM.
Educate and advise customers on Regions’ Consumer and Business products and services, including all loan and deposit types.
Educate customers on emerging technology and digital solutions such as mobile, online, and ATM offerings.
Provide a consistent optimal customer experience, including greeting customers and processing transactions to ensure customers bank when, where, and how they choose.
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, ensuring sound banking practices 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.
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.
Preferences
Bachelor’s degree.
Skills and Competencies
Adherence to policies, procedures, and guidelines.
Assistance with digital banking offerings.
Handling multiple priorities simultaneously.
Providing excellent customer service.
Excellent relationship-building skills.
Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.).
Strong business acumen to assess the needs of small business clients.
Strong verbal, written, and organizational communication skills.
Compensation Details Pay ranges are job-specific and are provided as a point-of-market reference for compensation decisions. The target information listed below is based on the Metropolitan Statistical Area Market Range for the position’s location and level.
Minimum: $46,797.41 USD
Median: $54,657.00 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
Location East Albany, Albany, Georgia
Equal Opportunity Employer / including Disabled / Veterans Regions is an Equal Opportunity Employer and welcomes candidates from all backgrounds, including disabled individuals and 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 focus on small business customers.
Conduct outbound phone calls using generated customer and prospect lead lists of small business and consumer customers to expand existing relationships and acquire new ones.
Work in partnership with the Branch Manager to serve as the primary relationship manager for a portfolio of small business customers with revenues up to $5MM.
Educate and advise customers on Regions’ Consumer and Business products and services, including all loan and deposit types.
Educate customers on emerging technology and digital solutions such as mobile, online, and ATM offerings.
Provide a consistent optimal customer experience, including greeting customers and processing transactions to ensure customers bank when, where, and how they choose.
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, ensuring sound banking practices 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.
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.
Preferences
Bachelor’s degree.
Skills and Competencies
Adherence to policies, procedures, and guidelines.
Assistance with digital banking offerings.
Handling multiple priorities simultaneously.
Providing excellent customer service.
Excellent relationship-building skills.
Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.).
Strong business acumen to assess the needs of small business clients.
Strong verbal, written, and organizational communication skills.
Compensation Details Pay ranges are job-specific and are provided as a point-of-market reference for compensation decisions. The target information listed below is based on the Metropolitan Statistical Area Market Range for the position’s location and level.
Minimum: $46,797.41 USD
Median: $54,657.00 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
Location East Albany, Albany, Georgia
Equal Opportunity Employer / including Disabled / Veterans Regions is an Equal Opportunity Employer and welcomes candidates from all backgrounds, including disabled individuals and veterans.
#J-18808-Ljbffr