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.
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Job Description:
At Regions, the Financial Wellness Relationship Manager directly influences acquisition, retention and expansion tactics using the Next Step Education Program through client relationship development and financial wellness programming.
Primary Responsibilities
Makes outbound calls for both prospective, and current, high valued clients to identify opportunities, propose solutions and support financial wellness programs.
Supports branch network acquisition tactics by consistently developing new business opportunities through 360 partnerships and self-generated prospecting efforts
Develops client portfolio through consistent new business presentations to qualified decision makers of targeted industries using the prescribed process and program materials
Effectively engages clients through digital channels using the prescribed program materials, resources and tools.
Participates in regular partner meetings with key Regions 360 stakeholders to develop recurring Next Step Education Programs for Commercial Business Clients and Community Organizations.
Provides ongoing coaching, support and training for Branch Manager Elite Team to keep them informed of program updates, tools and process.
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
Five (5) years of business to business calling financial sales and/or service experience
Prior experience facilitating presentations and negotiating complex agreements
Basic knowledge using WebEx or equivalent digital platforms
Ability to work remotely at home
Skills and Competencies
Excellent verbal and communications skills
Additional Job Description
This position will be based off-site but will need to be domiciled within the respective city of Houston, TX to support the Houston Market.
Position Type
Full time
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
We have a passion for creating an inclusive environment that promotes and values diversity of race, color, national origin, religion, age, sexual orientation, gender identity, disability, veteran status, genetic information, sex, pregnancy, and many other primary and secondary dimensions that make each of us unique as individuals and provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work is the right thing to do.
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.
