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Financial Relationship Consultant-Team Lead in Training

Company: Regions Financial Corporation
Location: Beverly Hills
Posted on: September 12, 2020

Job Description:

Financial Relationship Consultant-Team Lead in Training Beverly Hills, FL - Beverly Hills 3719 North Lecanto Highway Branch (Citrus, FL)

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored for a set period of time. You may review, modify, or update your information by visiting and logging into the careers section of the system.

Job Description: At Regions, the Financial Relationship Consultant - Team Lead in Training is responsible for individual and team goals, and coach a team of bankers who meet with customers and prospects both in person and on the phone to determine and proactively meet their banking and financial solutions goals and needs. This position offers an exciting opportunity for candidates with retail or sales experience that are interested in a career with opportunities for growth, development and upward mobility. This role was previously known as a Branch Team Leader.

Regions' mission is to make life better for our customers and communities and we are looking for candidates committed to helping customers reach their financial goals by understanding and meeting customer needs.  The successful candidate should be individually driven and competitive, as well as motivated to work as a team to achieve a common goal. This requires a candidate who is motivated by a fast paced and energetic environment, with the ability to provide personalized customer service.

Primary Responsibilities

Successfully complete internal training and coaching requirements within designated time period

Achieves branch targets and goals by proactively identifying customer needs and providing expert level guidance and perspective about Regions solutions

Provides consistent and timely coaching and guidance to junior level bankers to assist with strengthening their product knowledge and identifying customer needs

Resolves escalated customer and associate issues, primarily in Branch Manager's absence. This may include scheduling, counseling associates, and input into hiring decisions

Achieves required levels of outbound phone calls associated using generated customer and prospect lead lists and prior customer conversations

Ensures a consistent optimal customer experience, including handling customer’s transactional needs. This may include sharing responsibility for greeting customers and processing basic transactions to ensure customers bank when, where, and how they want

Ownership and resolution of customer issues

Refers customers to an internal team of experts when additional financial goals and needs are recognized

Ensures safe and sound banking practices including adherence to all applicable laws and regulations

This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.

This position is incentive eligible.

This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to https://fedregistry.nationwidelicensingsystem.org for more information.

Requirements

High school diploma or GED

Completion and mastery of all internal training requirements within five (5) quarters

Demonstrated performance of individual goals for at least three (3) consecutive quarters post-training

Preferences

College degree

Insurance License

Previous supervisory experience within a bank environment

Three plus (3+) years previous banking and/or lending experience

Three plus (3+) years experience handling cash in a bank environment

Three plus (3+) years prior relationship based client consultation

Skills and Competencies

Ability to assist customers with digital banking offerings

Strong communication and customer focus

Ability to handle multiple priorities simultaneously

Position Type

Full time Location Details Beverly Hills 3719 N Lecanto Hwy Location: Beverly Hills, Florida EEO/AA/Minorities/Females/Disabled/Veterans

Posted 2 Days Ago

Full time

R40548

About Us About Regions At Regions, our culture focuses on five core values that are a commitment to how we will do business:

Put people first

Do what is right

Focus on your customer

Reach higher

Through these values, our mission to make life better drives our desire to improve and make a positive difference in the communities where we work and live through financial investments and volunteering.

EEO/AA/Minorities/Females/Disabled/Veterans

Keywords: Regions Financial Corporation, Beverly Hills , Financial Relationship Consultant-Team Lead in Training, Other , Beverly Hills, California

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