Relationship Banker Team Lead - Albertsville Branch

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Job Description:

At Regions, the Relationship Banker – Team Lead 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. In addition, the Relationship Banker – Team Lead is responsible for coaching a team of bankers and will oversee some branch activities in the Branch Manager’s absence. 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.

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. 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 with strong communication and leadership skills as well as the ability to provide personalized customer service.

Primary Responsibilities

• Partners with the Branch Manager to guide and direct all branch activities • Achieves branch targets and goals by proactively identifying customer needs and providing expert level guidance and perspective about Regions’ solutions • Conducts outbound phone calls using generated customer and prospect lead lists to expand existing customer relationships and acquires new ones • Partners with branch leadership on new business development opportunities and fosters financial wellness within local communities • Provides consistent coaching to junior level bankers to assist with strengthening their product knowledge and identifying customer needs • 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 greeting customers and processing transactions to ensure customers bank when, where, and how they choose • Oversees branch operational and compliance-related tasks, ensuring branch teams understand procedural changes as they occur • Resolves escalated issues, primarily in Branch Manager's absences, which may include team scheduling, counseling associates, or input into hiring decisions • Refers customers to an internal team of experts when additional financial goals and needs are recognized • 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