Senior Small Business Relationship Banker

3 weeks ago


Sarasota, United States Regions Financial Corporation Full time

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. 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. 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. This role offers an exciting opportunity for candidates with retail or sales experience that are interested in a career with opportunities for growth, development, and upward mobility. The successful candidate should be individually driven and competitive, as well as motivated to work as a team to achieve a common goal. This requires a candidate who excels at identifying customer needs and possesses strong communication skills. Primary Responsibilities Achieves 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 small business customers Conducts outbound phone calls using generated customer and prospect lead lists of small business and consumer customers to expand existing relationships and acquire new ones Works in partnership with the Branch Manager to serve as the primary relationship managers for a portfolio of small business customers with revenues up to $5MM 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 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 Owns and resolves customer issues Refers customers to an internal team of experts when additional financial goals and needs are recognized Supports team development by serving as a subject matter expert for junior level bankers 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 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. This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to for more information. 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 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 serviceExcellent 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 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, 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: 50th Percentile: 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. Location: Panama City Beach, 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



  • Sarasota, United States Regions Bank Full time

    A leading financial institution in Sarasota, Florida is seeking a Senior Small Business Relationship Banker. This role requires meeting customers' financial needs through proactive service and relationship management focused on small businesses. Candidates should possess sales and customer service experience, strong communication skills, and ideally hold a...


  • Sarasota, United States Regions Financial Corporation Full time

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...


  • Sarasota, United States Regions Bank Full time

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...


  • Sarasota, FL - University Parkway Branch, United States Regions Bank Full time $48,953 - $56,591

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...


  • Sarasota, United States Regions Financial Corporation Full time

    A leading financial institution is seeking a Senior Small Business Relationship Banker in Florida. This role involves meeting customer financial needs, primarily for small business clients. The ideal candidate will possess two years of banking or sales experience and excellent communication skills. Responsibilities include conducting outbound calls and...

  • Senior Private Banker

    3 weeks ago


    Sarasota, United States Avior Executive Search, Inc Full time

    About the Company Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the Sarasota/Fort Myers metro market. About the Role Our client is seeking a Senior...

  • Senior Private banker

    24 hours ago


    Sarasota, United States Avior Executive Search Full time

    Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the Sarasota/Fort Myers metro market. Our client is seeking a Senior Advisor/ Banker who leads with...

  • Relationship Banker

    3 weeks ago


    Sarasota, United States JPMorganChase Full time

    A leading financial services firm in Sarasota, Florida, is seeking a Relationship Banker to build and manage client relationships. This role emphasizes creating memorable experiences for clients and requires over a year of sales experience in Retail Banking. Successful candidates must educate clients on financial technology solutions and adhere to regulatory...

  • Senior SMB Banking

    3 weeks ago


    Sarasota, United States Regions Financial Corporation Full time

    A leading financial services company in Sarasota, Florida, is seeking a Senior Small Business Relationship Banker to manage and grow a portfolio of small business clients. The successful candidate will proactively identify financial needs, provide tailored solutions, and work in partnership with branch management to meet performance targets. Strong customer...


  • Sarasota, United States Truist Full time

    Job TitleResponsible for providing an industry leading client service experience through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities. Will be cross trained to...