Senior Banking Advisor

Senior Banking Advisor

Job Description:

At Regions, the Senior Banking Advisor 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 will focus on acquiring and deepening existing customer relationships with a focus on Preferred Banking Households to include more complex, affluent solutions, wealth opportunities, investments, lending, debt consolidation, and in-depth saving conversations.

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. 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. 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:

• Accomplishes personal and branch targets by proactively recognizing customer needs and offering advanced-level guidance and perspective related to Regions' solutions, with a specific focus on Preferred Banking Households
• Contacts customers and potential leads via phone using generated lists from Preferred Banking and other consumer households to develop existing relationships and acquire new ones
• Acts in partnership with the Branch Team to oversee and cater to the needs of a group of Preferred Banking Households
• Educates clients on Regions' range of Consumer and Business products and services, which include diverse loan and deposit choices, annuities, and life insurance options, offering advice and support
• Provides information to customers regarding new technology and digital solutions, such as mobile applications, online banking facilities, and ATM services, to facilitate easier banking transactions
• Delivers a constant and optimal customer experience, which could involve dividing the responsibilities for everyday branch tasks such as welcoming clients and overseeing transactions with the aim of enabling customers to carry out their banking in the manner they wish, at the time and location of their choice
• Assumes responsibility for addressing and fixing customer issues
• When identifying supplementary financial goals and needs, customers are guided towards an internal team of experts
• Support the team's progress by providing expert guidance to junior bankers
• Ensures strict adherence to bank regulations, protocols, and laws by following instructions from the Branch Manager. Contributes as a part of the branch group to maintain reliable banking practices and to identify, handle, and report operational risks

This role involves keeping track of hours worked over 40 in a week and is entitled to overtime as per the Fair Labor Standards Act.

Requirements:

• Earning a high school diploma or GED is crucial for individuals seeking to enhance their qualifications and skillsets
• Applicants should have at least two years of experience in banking, sales, or customer service
• Proficient in the handling of physical currency and facilitating cash-based transactions
• Aptitude for interacting through personal interaction, phone calls, and electronic means
• Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor
• Capacity to work on Saturdays when the situation demands
• Capacity to walk and stand for extended periods without interruption
• Capacity to handle items weighing up to twenty pounds

Certifications/Licensures:

• Life Insurance License

Preferences:

• Bachelor's degree

Skills and Competencies:

• Displaying adeptness in adhering to policies, procedures, and norms
• Competency in aiding individuals with electronic financial platforms
• Proficiency in multitasking and prioritizing multiple objectives simultaneously
• Capability to deliver exceptional assistance to clientele
• Excellent relationship-building skills
• Mastery of Microsoft Office
• Demonstrated strengths in verbal and written communication, as well as effective organization skills

Compensation Details:

The provision of pay ranges is intended to guide fair compensation decisions that are aligned with the job specifics in question. Important factors affecting the individual compensation include experience, skills, knowledge, level of contribution, job location, and, significantly, performance within the job scope. Given the distinctiveness of these elements, it is only natural for pay rates to vary among colleagues occupying similar roles.

The provided details are based on the Metropolitan Statistical Area Market Range relevant to both the job location and the position's seniority.

Incentive Pay Plans:

This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals. This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.

Benefits Information:

Regions offers a benefits package that is adaptable, thorough, and takes into consideration the diverse needs of benefits-eligible associates. It is important to understand that the following overview of benefits is not a complete summary of all plan terms and conditions and is provided for informational purposes only.

• Paid Vacation/Sick Time
• A savings scheme for retirement that involves employer matching funds is called a 401K with Company Match
• Benefits covering medical, dental, and vision expenses
• Disability Benefits
• Health Savings Account
• Flexible Spending Account
• Life Insurance
• Parental Leave
• Employee Assistance Program
• Associate Volunteer Program

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