Small Business Relationship Manager

Job Description:Small Business Relationship Manager

At Regions, the Small Business Relationship Manager's main duty involves engaging with clients and potential customers through various channels such as face-to-face meetings and phone interactions. Their primary objective is to identify the financial requirements of these individuals and fulfilling these needs by actively suggesting suitable products, services, and advice to help them reach their financial objectives. This position is centered on expanding and reinforcing current client connections with an emphasis on Preferred Banking Households, catering to their intricate financial needs including affluent solutions, investment possibilities, loan services, debt management, and in-depth discussions on savings strategies.

Primary Responsibilities:

• Attains personal and branch objectives by actively recognizing client requirements and delivering expert advice and insights on Regions' offerings, particularly for Preferred Banking Households
• Engages in making outgoing phone calls utilizing compiled lists of potential customer leads from Preferred Banking and other consumer households to enhance current connections and establish new ones
• Collaborates with the Branch Team to act as the main point of contact for a group of Preferred Banking Households
• Provides information and guidance to clients regarding Regions' range of Consumer and Business offerings, encompassing various loan and deposit options, as well as annuities and life insurance products
• Informs clients about cutting-edge technology and digital advancements like mobile apps, internet services, and ATM features, aimed at simplifying banking processes
• Ensures a uniform and top-notch customer service experience, which involves dividing the duties related to daily branch operations such as welcoming clients and handling transactions to guarantee that clients can conduct their banking activities according to their preferences and convenience
• Manages and effectively handles customer concerns and complaints
• When extra financial objectives and requirements are identified, customers are directed to a team of in-house specialists for assistance
• Assist in the growth of the team by acting as a specialist for entry-level bankers
• Complies with all banking protocols, regulations, and legal requirements in place, performing tasks as directed by the Branch Manager. Acts as part of the branch staff to uphold proper banking standards and to oversee, detect, and communicate operational risks

This role involves monitoring the hours worked beyond 40 in a week and qualifies for overtime according to the Fair Labor Standards Act.

Requirements:

• Obtaining a high school diploma or its equivalent, a GED, is essential for furthering one's education and career prospects
• Two years of experience in the banking, sales, or customer service field is required
• Proficiency in managing currency and conducting financial transactions involving physical money
• Proficiency in interpersonal, telephonic, and digital communication platforms
• Frequent engagement with a computer, involving tasks like typing and focusing on a screen for extended periods. Regular utilization of a computer, including activities such as typing and maintaining concentration on a display screen. The capacity to operate a computer regularly, encompassing tasks like typing and sustaining focus on a monitor. Using a computer often, which involves typing and paying continuous attention to a screen. Regular interaction with a computer, such as typing and maintaining prolonged concentration on a monitor. The proficiency in utilizing a computer frequently, which includes typing and sustaining focus on a screen. Engaging with a computer on a regular basis, encompassing activities like typing and focusing on a monitor. Using a computer frequently, which entails tasks such as typing and maintaining attention on a screen. The capability to operate a computer regularly, involving typing and sustaining concentration on a monitor. Regularly using a computer, including tasks like typing and staying focused on a screen
• Availability to work on Saturdays when required
• Being capable of walking and standing for prolonged durations
• Capacity to carry items weighing up to twenty pounds

Certifications/Licensures:

• Life Insurance License

Preferences:

• Bachelor's degree

Skills and Competencies:

• Demonstrating the capacity to follow rules, protocols, and standards
• Proficiency in supporting clients with electronic banking services
• Managing several tasks at once efficiently
• Proficiency in delivering exceptional customer support
• Excellent relationship-building skills
• Competence in Microsoft Office
• Proficiency in expressing ideas orally and in writing, alongside effective organizational abilities

Compensation Details:

Salary brackets are tailored to each job role to serve as a benchmark for determining fair compensation. Individual pay rates are influenced by assorted elements such as expertise, competencies, awareness, input, geographic area, and notably, job performance. Due to the distinctiveness of these factors from person to person, compensation can fluctuate even among colleagues in identical positions.

The information provided pertains to the market range within the Metropolitan Statistical Area for the specific location and the position's seniority level.

Benefits Information:

Regions provides a benefits package that is adaptable, all-encompassing, and acknowledges the individual needs of benefits-eligible employees. The benefits overview offered by Regions is designed to give a brief insight into the available benefits without detailing all terms and conditions.

• Paid Vacation/Sick Time
• A retirement savings plan with employer contributions is known as a 401K with Company Match
• Health, dental, and vision perks
• Disability Benefits
• Health Savings Account
• Flexible Spending Account
• Life Insurance
• Parental Leave
• Employee Assistance Program
• Associate Volunteer Program

Apply Now