At Regions, the Contact Center Priority Banker provides full service banking to affluent clients through appropriate advice, guidance, and education on Regions’ financial products and services.
Primary Responsibilities
- Achieves Contact Center targets and goals by identifying customer needs and providing appropriate advice, guidance, and education on Regions’ financial products and services
- Achieves required levels of inbound phone calls from the top 10% of Regions customer base
- Educates and advises customers on products and services, including all loan and deposit types
- Takes ownership of customer issues and works proactively with the customer for resolution
- Refers customers to an internal team of experts when complex financial goals and needs are recognized
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