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Relationship Banker – Team Lead
Regions Bank. Meet with customers and prospects in person and by phone to determine financial needs .
Posted 9/22/2026full-timeRidgeland • Mississippi • United StatesSenior💰 $44,906 - $55,692 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 achieving branch targets and fostering financial wellness. Capable of coaching and leading teams while ensuring compliance with banking regulations and operational procedures.
Highest-signal resume keywords
Customer Relationship ManagementFinancial Product KnowledgeCoaching and LeadershipOperational ComplianceSales and Business Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Banking ExperienceSales ExperienceCustomer Service ExperienceCash HandlingDigital Banking SolutionsRisk ManagementTransaction ProcessingProduct KnowledgeGuidance on Loans and DepositsNMLS Registration
Soft Skills
Relationship-BuildingStrong CommunicationCustomer FocusLeadership SkillsAbility to Handle Multiple Priorities
Tools & Technologies
Computer ProficiencyElectronic Communication ChannelsMobile Banking SolutionsOnline Banking SolutionsATM Services
Certifications & Qualifications
High School Diploma or GEDNMLS Registration
Industry Keywords
Banking RegulationsBranch ManagementFinancial WellnessCustomer Needs AssessmentOperational 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
- Coach a team of bankers and oversee branch activities in the Branch Manager’s absence
- Partner with the Branch Manager to guide and direct branch activities
- Achieve branch targets by identifying customer needs and providing expert guidance on Regions’ solutions
- Conduct outbound calls to expand existing customer relationships and acquire new customers
- Partner with branch leadership on new business development and foster financial wellness in local communities
- Coach junior-level bankers on product knowledge and customer needs
- Educate and advise customers on Consumer and Business products and services, including loans and deposits
- Educate customers on mobile, online, ATM, and other digital banking solutions
- Share responsibility for greeting customers and processing transactions
- Oversee branch operational and compliance-related tasks
- Resolve escalated issues, including scheduling, counseling associates, and input into hiring decisions
- Refer customers to internal experts for additional financial needs
- Follow banking processes, procedures, laws, and regulations
- Manage, identify, and report operational risks
Requirements
What you’ll need- High School Diploma or GED
- Two (2) years of banking, sales, and/or customer service experience
- 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
- Supervisory/management experience preferred
- Ability to adhere to policies, procedures, and guidelines
- Ability to assist customers with digital banking offerings
- Ability to handle multiple priorities simultaneously
- Excellent relationship-building skills
- Strong communication and customer focus
- Strong leadership skills
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
- Overtime eligibility for hours worked over 40 per week