NorthPortRecruiter Since 2001
the smart solution for North Port jobs

Financial Relationship Consultant - Team Lead in Training

Company: Regions Bank
Location: North Port
Posted on: February 3, 2020

Job Description:

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 Leader 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 customers 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 regulationsThis 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 (http://mortgage.nationwidelicensing.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-trainingPreferences
      • 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 consultationSkills and Competencies
        • Ability to assist customers with digital banking offerings
        • Strong communication and customer focus
        • Ability to handle multiple priorities simultaneouslyPosition TypeFull timeLocation DetailsNorth PortLocation:North Port, FloridaEEO/AA/Minorities/Females/Disabled/VeteransAbout RegionsAt 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
          • Enjoy lifeThrough 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 Bank, North Port , Financial Relationship Consultant - Team Lead in Training, Accounting, Auditing , North Port, Florida

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Social Compliance Lead Auditor
Description: Auditor - Labor Rights/Human Rights Auditing United States, Canada, Mexico, Central America - Accordia Global Compliance Group is seeking full time compliance auditors -to perform social audits in several (more...)
Company: Accordia Global Compliance Group
Location: Lakeland
Posted on: 02/18/2020

Financial Services Professional - Bilingual Spanish/English
Description: Experienced Financial Professional/Advisor We---re looking for experienced financial professionals to join our team dependable team. Whether you---re looking for a change or seeking to align with a (more...)
Company: New York Life
Location: Fort Myers
Posted on: 02/18/2020

Remote Credentialed Tax Professional
Description: OverviewIf you are a highly motivated individual with an active credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their taxes using (more...)
Company: Intuit
Location: Lakeland
Posted on: 02/18/2020


Tax Preparer
Description: Ref ID: 01070-9502367122Classification: Tax PreparerCompensation: 45000.00 to 55000.00 yearlyAccountemps is seeking tax preparation assistance for multiple clients in the south metro during the upcoming (more...)
Company: Robert Half
Location: Clearwater
Posted on: 02/18/2020

Remote Credentialed Tax Professional
Description: OverviewIf you are a highly motivated individual with an active credential CPA x2F EA x2F Practicing Attorney and excellent communication skills, we need you to help our customers complete their taxes (more...)
Company: Intuit
Location: Clearwater
Posted on: 02/18/2020

Senior Accountant
Description: Ref ID: 04430-9502336908Classification: Accounts ReceivableCompensation: DOEAccountemps has an exciting opportunity for an Accounts Receivable Clerk that offers an invigorating work environment among (more...)
Company: Robert Half
Location: Lakeland
Posted on: 02/18/2020

Mortgage Senior Loan Processor
Description: POSITION SUMMARY: Perform duties of Conventional, FHA and VA loan processing, closing and preliminary underwriting. Includes interacting with escrow, title company, sales, design center, and borrowers (more...)
Company: Eagle Home Mortgage
Location: Clearwater
Posted on: 02/18/2020

Credentialed Tax Advisor - CPA, Enrolled Agent or Attorney
Description: OverviewIf you are a highly motivated individual with an active credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their taxes using (more...)
Company: Intuit
Location: Lakeland
Posted on: 02/18/2020

Financial Services Professional - Fast Track Partner
Description: Fast Track Partner Grow with our dependable team. We are currently seeking managers to become part of New York Life---s Fast Track Partner program. Are you a leadership-oriented individual You may be (more...)
Company: New York Life
Location: Fort Myers
Posted on: 02/18/2020

Customer Care Representative
Description: Ref ID: 02750-0011013440Classification: Sr. AccountantCompensation: 70000.00 to 90000.00 yearlyDo you thrive in challenging, fast-paced environments Do you want to work with a well-respected CPA firm (more...)
Company: Robert Half
Location: Saint Petersburg
Posted on: 02/18/2020

Log In or Create An Account

Get the latest Florida jobs by following @recnetFL on Twitter!

North Port RSS job feeds