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Senior Small Business Relationship Banker
Regions Bank. Meet with customers and prospects in person and by phone to determine financial needs .
Posted 9/22/2026full-timeRidgeland • Mississippi • United StatesSenior💰 $46,797 - $54,657 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer service and relationship-building skills while effectively managing a portfolio of small business clients. Proficient in financial product offerings, digital banking solutions, and compliance with banking regulations.
Highest-signal resume keywords
Customer Service ExperienceSmall Business BankingRelationship ManagementNMLS RegistrationMicrosoft Office Proficiency
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 HandlingTransaction ProcessingDigital Banking AssistanceSales TechniquesFinancial Product Knowledge
Soft Skills
Excellent Communication SkillsOrganizational SkillsRelationship-Building SkillsAbility to Handle Multiple Priorities
Tools & Technologies
Microsoft OfficeDigital Banking Solutions
Certifications & Qualifications
NMLS Registration
Industry Keywords
Banking RegulationsCustomer Relationship ManagementSmall Business Financial NeedsOperational Risk Management
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
- Focus on small business customers with revenues up to $5MM
- Acquire new customers and deepen existing relationships through checking acquisition, check cards, money movement, credit cards, merchant services, and lending
- Achieve individual and branch targets and goals
- Conduct outbound calls to small business and consumer customers using generated lead lists
- Partner with the Branch Manager as primary relationship managers for a portfolio of small business customers
- Educate and advise customers on Regions’ consumer and business products and services, including loans and deposits
- Educate customers on mobile, online, ATM, and other digital banking solutions
- Support day-to-day branch responsibilities, including greeting customers and processing transactions
- Own and resolve customer issues
- Refer customers to internal experts when additional financial needs are identified
- Support team development as a subject matter expert for junior bankers
- Follow bank processes, procedures, laws, and regulations
- Complete duties delegated and assigned by the Branch Manager
- Manage, identify, and report operational risks
- Track hours worked in excess of 40 per week
Requirements
What you’ll need- High School Diploma or GED
- Two (2) years of banking, sales, and/or customer service experience
- 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 work Saturdays as needed
- 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)
- Ability to adhere to policies, procedures, and guidelines
- Ability to assist customers with digital banking offerings
- Ability to handle multiple priorities simultaneously
- Ability to provide excellent customer service
- Excellent relationship-building skills
- Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)
- Strong business acumen to assess the needs of small business clients
- Strong verbal, written communication, and organizational 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