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Relationship Banker I

2 months ago


Santa Rosa Beach, United States Regions Full time
Job Description:

Job Summary:

The Relationship Banker I is a key role in providing exceptional customer experiences and contributing to the financial wellness of our customers. This position requires strong communication skills, a customer-focused approach, and the ability to build meaningful relationships with customers.

Key Responsibilities:

  • Provide a consistent optimal customer experience on the cash line, handling customers' transactional needs, such as deposits, withdrawals, payments, and other typical teller transactions.
  • Answer customer inquiries regarding products and services, and fulfill basic servicing requests, such as new/replacement cards, information changes, PIN reset requests, reordering checks, and basic problem resolution.
  • Develop relationships with customers, remaining well-informed about the customer's relationship with the bank.
  • Educate customers on standard consumer products and digital solutions, such as mobile, online, and ATM offerings, designed to make banking easier.
  • Assist branch and fellow team members with basic tasks to aid in customer problem resolution.
  • May conduct outbound phone calls using generated customer and prospect lead lists to educate customers on emerging technology and assist with meeting their financial needs.
  • Refer customers to an internal team of experts when more complex financial goals and needs are recognized.
  • 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.
  • Achieve branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions' solutions.

Requirements:

  • High School Diploma or GED.
  • 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.

Preferred Qualifications:

  • One (1) year of banking, cash-handling, and/or customer service experience.

Compensation and Benefits:

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. Regions offers a benefits package that is flexible, comprehensive, and recognizes that 'one size does not fit all' for benefits-eligible associates.