Achieves individual and branch targets and goals by proactively identifying customer needs and providing advanced level guidance and perspective about Regions solutions with a specific focus on small business customers • Conducts outbound phone calls using generated customer and prospect lead lists of small business and consumer customers to expand existing relationships and acquire new ones • Works in partnership with the Branch Manager to serve as the primary relationship managers for a portfolio of small business customers with revenues up to $5MM • Educates and advises customers on Regions Consumer and Business products and services, including all loan and deposit types • Educates customers on emerging technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier • Provides a consistent optimal customer experience, which may consist of sharing responsibility for day to day branch responsibilities including but not limited to greeting customers and processing transactions to ensure customers bank when, where, and how they choose • Owns and resolves customer issues • Refers customers to an internal team of experts when additional financial goals and needs are recognized • Supports team development by serving as a subject matter expert for junior level bankers • Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks. • 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.