Senior Small Business Relationship Banker; Roswell Branch

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The Senior Small Business Relationship Banker is responsible for meeting with customers and prospects in person and by phone to determine their financial needs, and meeting those needs by 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 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. This role offers 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.

• Achieves individual and branch targets by proactively identifying customer needs and providing guidance about Regions’ solutions with a focus on small business customers
• Conducts outbound phone calls using generated customer and prospect lead lists to expand relationships and acquire new ones
• Works with the Branch Manager to serve as the primary relationship manager 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
• Provides a consistent optimal customer experience, including day-to-day branch responsibilities such as greeting customers and processing transactions
• Owns and resolves customer issues
• Refers customers to internal 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; manages and reports operational risks as part of the branch team

This position requires 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 the official NMLS registry for more information.

• 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

• Bachelor’s degree

• 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,…