Regions Bank Financial Relationship Consultant- Team Lead - Old Metairie in Metairie, Louisiana
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.
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Regions is looking for candidates committed to helping customers reach their financial goals by understanding and meeting customer needs. You will be responsible for individual and team goals, coaching a team of bankers who meet with customers and prospects both in person and on the phone to determine their banking and financial solutions goals and needs, and meet those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals.
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 interpersonal skills, clear and transparent communication, and the ability to work in a fast paced environment.
Achieves branch targets and goals by proactively identifying customer needs and providing expert level guidance and perspective about Regions solutions
Provides consistent and timely coaching and guidance to junior level bankers to assist with strengthening their product knowledge and identifying customer needs
Resolves escalated customer and associate issues, primarily in Branch Manager's absence. This may include scheduling, counseling associates, and input into hiring decisions
Achieves required levels of outbound phone calls associated using generated customer and prospect lead lists and prior customer conversations
Assists with educating surrounding community about best practices to achieve and maintain financial wellness
Ensures a consistent optimal customer experience, including handling customer’s transactional needs. This may include sharing responsibility for greeting customers and processing transactions to ensure customers bank when, where, and how they want
Ownership and resolution of customer issues
Refers customers to an internal team of experts when additional financial goals and needs are recognized
Assists branch leadership with new business development and partnerships with internal business partners
Ensures safe and sound banking practices including adherence to all applicable laws and regulations
This position requires the tracking of time and is eligible for overtime under the non-exempt FLSA classification for hours worked in excess of 40 per week.
This position is incentive eligible.
This position requires registration with the national Mortgage Licensing System and Registry (NMLS). Please refer to (http://mortgage.nationwidelicensing.org) for more information.
High school diploma or GED (College degree preferred)
Demonstrated incentive eligible performance over the past consecutive four (4) quarters
B3 Mastery and completion of Small Business B3
Skills & Qualifications:
Ability to assist customers with digital banking offerings
Strong customer focus
Ability to handle multiple priorities simultaneously
At Regions, our culture focuses on five core values that are a commitment to how we will do business:
Put people first
Do what is right
Focus on your customer
Through these values, our mission to make life better drives our desire to improve and make a positive difference in the communities where we work and live through financial investments and volunteering.