Relationship Banker II

Regions Bank

. Meet with customers and prospects in person and by phone to determine financial needs .

Posted 11/10/2026full-timeCharlotte • North Carolina • United StatesMid-LevelSenior💰 $48,426 - $57,918 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer engagement and financial product education, ensuring optimal customer experiences while adhering to banking regulations and processes. Proficient in managing operational risks and resolving customer issues effectively.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Product KnowledgeOperational Risk ManagementNMLS RegistrationCash Handling

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash TransactionsFinancial Needs AssessmentDigital Banking SolutionsLoan ProductsDeposit Products

Soft Skills

Effective CommunicationCustomer Service OrientationProblem Solving

Tools & Technologies

Computer ProficiencyElectronic Communication

Certifications & Qualifications

NMLS Registration

Industry Keywords

Banking RegulationsConsumer ProductsBusiness ProductsBranch TargetsOperational Procedures

About the role

Key responsibilities & impact

Meet with customers and prospects in person and by phone to determine financial needs
Proactively offer appropriate products, services, and guidance to help customers achieve financial goals
Achieve branch targets and goals by identifying customer needs and providing guidance on Regions’ solutions
Conduct outbound phone calls to expand existing customer relationships and acquire new customers
Educate and advise customers on consumer and business products and services, including loan and deposit products
Educate customers on mobile, online, ATM, and other digital banking solutions
Provide an optimal customer experience, including greeting customers and processing transactions
Own and resolve customer issues
Refer customers with complex financial needs to internal experts
Follow bank processes, procedures, laws, regulations, and sound banking practices
Manage, identify, and report operational risks
Complete duties delegated and assigned by the Branch Manager

Requirements

What you’ll need

High School Diploma or GED
Ability to work Saturdays as needed
Ability to handle cash and process cash transactions
Ability to communicate in person, on the phone, and through electronic channels
Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor
Ability to walk and stand for extended periods of time
Ability to lift up to twenty (20) pounds
Required registration with the Nationwide Mortgage Licensing System and Registry (NMLS)

Benefits

Comp & perks

Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program
Commission incentive plan
Formulaic incentive plan
Overtime eligibility for hours worked in excess of 40 per week