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Relationship Banker II
Regions Bank. Meet with customers and prospects in person and by phone to determine financial needs .
Posted 9/22/2026full-timeRidgeland • Mississippi • United StatesMid-LevelSenior💰 $41,508 - $49,644 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer relationship management and financial product knowledge, with a strong focus on providing exceptional customer service and adhering to banking regulations. Proficient in cash handling and digital banking solutions, ensuring optimal customer experiences and operational risk management.
Highest-signal resume keywords
Customer Relationship ManagementCash Handling ExperienceDigital Banking SolutionsStrong Communication SkillsNMLS Registration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Cash TransactionsBanking ProceduresFinancial Product KnowledgeCustomer ServiceOperational Risk Management
Soft Skills
Relationship-BuildingCustomer FocusAbility to Handle Multiple Priorities
Tools & Technologies
Digital Banking PlatformsComputer Proficiency
Certifications & Qualifications
NMLS RegistrationLife Insurance License
Industry Keywords
Financial Needs AssessmentBranch TargetsConsumer ProductsBusiness ProductsBanking Regulations
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 using generated customer and prospect lead lists
- Expand existing customer relationships and acquire new customers
- Educate and advise customers on Regions’ Consumer and Business products and services, including loan and deposit types
- 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 to internal experts when complex financial needs are recognized
- Follow bank processes, procedures, laws, and regulations
- Complete duties delegated and assigned by the Branch Manager
- Help ensure sound banking practices and manage, identify, and report operational risks
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
- Registration with the Nationwide Mortgage Licensing System and Registry (NMLS)
- Bachelor’s degree preferred
- Life Insurance License preferred
- One (1) year of cash-handling, banking, and/or customer service experience preferred
- Ability to adhere to policies, procedures, and guidelines
- Ability to assist customers with digital banking offerings
- Ability to handle multiple priorities simultaneously
- Ability to oversee large sums of cash
- Excellent relationship-building skills
- Strong communication and customer focus
Benefits
Comp & perks- Incentive eligible
- Commission incentive plan
- Formulaic incentive plan
- 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