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Regions Financial Corporation
Relationship Banker II - South Pasadena
Career Insights for Personal Banker
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Based on Florida data
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What they do
A Personal Banker works for a bank to sell bank services to individual clients. Promotes different account options, loans or other services to customers that have assets or deposits in that bank.
$72,358 / year median in Florida
+8% projected growth
Job Description
Job Description Help for Job Description. Opens a new window. At Regions, the Relationship Banker II 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 offers an exciting opportunity for candidates with retail or sales experience that are interested in beginning 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 who excels at identifying customer needs and possesses strong communication skills. Primary Responsibilities
- Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions' solutions
- Conducts outbound phone calls using generated customer and prospect lead lists to expand existing customer relationships and acquire new ones
- 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
- Owns and resolves customer issues
- Refers customers to an internal team of experts when complex 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 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.