Banker

• Complete a 4–8 week onboarding and education program with rotations in operations and Sales & Service
• Use the consultative sales process and Financial Needs Assessment to identify customers’ current and future financial needs
• Maintain knowledge of Retail consumer and small business products and services and recommend appropriate solutions
• Use CAMP and approved marketing tools to contact customers and set appointments for financial reviews
• Cross-sell to existing customers and conduct outside sales activities, including onsite presentations, business sales calls, and community financial literacy events
• Build relationships with Business Partners and refer customers for holistic financial solutions
• Meet or exceed customer experience and individual/team production goals
• Provide guidance to CSRs on sales and referral processes
• Process teller transactions and work as part of platform staff
• Participate in consumer loan and bankcard processes from application through closing
• Participate in Financial Center or Bank Mart opening and closing procedures
• Maintain confidentiality and follow the Bancorp Code of Business Conduct and Ethics and related policies
• Monitor Retail procedures to mitigate fraudulent activity and unnecessary risk
• Travel within and outside the affiliate for training as required

Float Personal Banker

• Meet with customers and prospects in person and by phone to determine financial needs
• Achieve branch targets and goals by identifying customer needs and providing appropriate guidance about 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, and ATM digital 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 goals and needs are recognized
• Follow bank processes, procedures, laws, and regulations
• Complete duties delegated and assigned by the Branch Manager
• Manage, identify, and report operational risks as a member of the branch team

Relationship Banker II

• Provide an exceptional customer experience on the cash line and on the phone
• Process deposits, withdrawals, payments, and other typical teller transactions
• Answer customer inquiries regarding products and services
• Fulfill basic servicing requests, including new/replacement cards, information changes, PIN resets, check reordering, and basic problem resolution
• Develop relationships with customers and remain informed about their relationship with the bank
• Educate customers on consumer products and digital solutions, including mobile, online, and ATM offerings
• Assist branch and fellow team members with basic tasks to resolve customer issues
• Refer customers to internal experts when complex financial goals and needs are identified
• Follow bank processes, procedures, laws, and regulations
• Complete duties delegated and assigned by the Branch Manager
• Manage, identify, and report operational risks
• Achieve branch targets by identifying customer needs and providing guidance about Regions’ solutions
• Make outbound calls using customer and prospect lead lists when needed
• Educate customers on emerging technology and assist with their financial needs

Relationship Banker I

• Engage clients in the lobby and educate them about self-service banking resources
• Assist clients with mobile banking, online banking, and ATM transactions
• Accurately and efficiently process cash transactions
• Conduct in-depth conversations to understand clients’ financial and life priorities
• Connect clients with solutions that meet their financial goals
• Execute the bank’s risk culture and pursue operational excellence
• Build client relationships to meet financial needs
• Partner with experts in small business, lending, and investments
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

Relationship Banker

• Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking and ATM self-service resources
• Accurately and efficiently process cash transactions
• Conduct deep conversations to understand clients’ financial and life priorities
• Connect clients with solutions that meet their financial goals
• Execute the bank’s risk culture and strive for operational excellence
• Build client relationships to meet financial needs
• Follow established processes and guidelines while adhering to applicable laws and regulations
• Partner with experts in small business, lending and investments to grow business knowledge and networks
• Manage financial center traffic, appointments and outbound calls
• Drive the client experience
• Manage cash responsibilities

• 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 recommending Regions’ solutions
• Conduct outbound calls using customer and prospect lead lists
• Expand existing customer relationships and acquire new customers
• Educate and advise customers on Consumer and Business products and services, including loan and deposit types
• Educate customers on mobile, online, and ATM digital solutions
• Share responsibility for greeting customers and processing transactions
• Provide a consistent optimal customer experience
• Own and resolve customer issues
• Refer customers with complex needs to internal experts
• Follow bank processes, procedures, laws, and regulations
• Complete duties assigned by the Branch Manager
• Manage, identify, and report operational risks as a branch team member

• Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, and ATM self-service resources
• Accurately and efficiently process cash transactions
• Conduct in-depth conversations to understand clients’ financial and life priorities
• Connect clients to solutions that meet their financial goals
• Execute the bank’s risk culture and strive for operational excellence
• Build client relationships to meet financial needs
• Follow established processes and guidelines while adhering to applicable laws and regulations
• Partner with experts in small business, lending, and investments to grow business knowledge and networks
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

• Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, and ATM self-service resources
• Accurately and efficiently process cash transactions for clients
• Have deep conversations with clients to understand their financial and life priorities
• Connect clients to solutions that meet their financial goals
• Execute the bank’s risk culture and strive for operational excellence
• Build relationships with clients to meet financial needs
• Follow established processes and guidelines while adhering to applicable laws and regulations
• Partner with experts in small business, lending, and investments to grow business knowledge and networks
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

• Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATMs
• Accurately and efficiently process cash transactions
• Have in-depth conversations with clients about their financial and life priorities
• Connect clients to solutions that meet their financial goals
• Execute the bank's risk culture and strive for operational excellence
• Build relationships with clients to meet financial needs
• Follow established processes and guidelines while adhering to applicable laws and regulations
• Partner with experts in small business, lending, and investments to grow business knowledge and network
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

• Engage clients in the lobby and educate them on self-service banking resources
• Assist clients with transactions through mobile banking, online banking, and ATMs
• Accurately and efficiently process cash transactions
• Conduct in-depth conversations to understand clients' financial and life priorities
• Connect clients with solutions that meet their financial goals
• Execute the bank's risk culture and strive for operational excellence
• Build relationships with clients to meet financial needs
• Follow established processes, guidelines, laws, and regulations
• Partner with small business, lending, and investment experts to grow business knowledge and networks
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities