Senior Consumer Relationship Banker (Seminole)
Regions Financial Corporation, Florida, NY, 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 to include more complex, affluent solutions, wealth opportunities, investments, lending, debt consolidation, and in-depth saving conversations.
Regions' mission is to make life better for our customers and communities, and we are looking for candidates committed to helping customers reach their financial goals by understanding and meeting customer needs.
Primary Responsibilities
Achieve individual and branch targets and goals 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 managers 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, which may include sharing responsibility for day-to-day branch responsibilities including but not limited to 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, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensure sound banking practices, including managing, identifying and reporting 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.
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.
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. As these factors vary by individuals, pay will also vary among individual associates within the same job.
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:
$51,997.12 USD
Median:
$60,730.00 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 eligible to participate in 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. To learn more about Regions’ benefits, please note the link at the end of the description.
Location Details
Seminole
Location
Seminole, Florida
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
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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 to include more complex, affluent solutions, wealth opportunities, investments, lending, debt consolidation, and in-depth saving conversations.
Regions' mission is to make life better for our customers and communities, and we are looking for candidates committed to helping customers reach their financial goals by understanding and meeting customer needs.
Primary Responsibilities
Achieve individual and branch targets and goals 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 managers 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, which may include sharing responsibility for day-to-day branch responsibilities including but not limited to 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, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensure sound banking practices, including managing, identifying and reporting 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.
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.
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. As these factors vary by individuals, pay will also vary among individual associates within the same job.
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:
$51,997.12 USD
Median:
$60,730.00 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 eligible to participate in 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. To learn more about Regions’ benefits, please note the link at the end of the description.
Location Details
Seminole
Location
Seminole, Florida
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
#J-18808-Ljbffr