At Regions, the Priority Banker provides full service banking to affluent clients by analyzing the deposit, credit, investment, and trust needs of these clients.
Will independently review clients' financial needs and provide recommendations around appropriate products and services
Partners with internal professional experts to deliver seamless financial service solutions for affluent clients
Assists with affluent client account inquiries and service requests while providing superior customer service
Provides resolution to client problems and trouble shoot technical issues
Proactively cross-sell bank products via inbound calls as well as outbound follow up calls
Must meet established sales and service standard goals
Other duties as assigned
This position is incentive eligible.
This position requires the tracking of time and is eligible for overtime under the non-exempt FLSA classification for hours worked in excess of 40 per week.
High school diploma or GED
Three years of sales experience
Proven record of sales and negotiation skills combined with the ability to effectively profile, service, and strengthen relationships with affluent clients
Strong written and verbal communication skills to effectively interact with affluent clients
Strong problem resolution skills
Knowledge of all applicable bank products and services
Customer service orientation with the ability to advise and consult
Ability to work independently
This position requires registration with the national Mortgage Licensing System and Registry (NMLS). Please refer to (http://mortgage.nationwidelicensing.org) for more information.
Life and Health Insurance License
Must be able available to work 40 hours anytime between the below:
Select bank holidays