Treasury Management Relationship Support Specialist
Regions Bank
Application
Details
Posted: 16-Sep-23
Location: Memphis, Tennessee
Salary: Open
Internal Number: R77584
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 Treasury Management Relationship Support Specialist provides sales support to Treasury Management Relationship Managers and their clients to identify, develop, and deliver quality solutions to aid the client in their day-to-day business needs.
Primary Responsibilities
Partners with Treasury Management Relationship Managers to prepare for and execute on Sales activities. This includes but is not limited to:
Prepares account structures
Builds pricing proformas for prospects and existing clients
Participates in the production of presentation decks
Completes client research to include proximity suitability to branches and other information that may aid in the overall success of the Treasury Management proposal
Researches product information in response to client inquiries by partnering with members of the TM Product team
Manages new client onboarding experience which includes requesting documentation execution, implementation request submission, training confirmation and client satisfaction
Serves as primary escalation point for client support when first level support does not meet client needs
Ensures reporting is complete, timely and accurate
Collaborates with both Commercial and Treasury Management Relationship Managers to keep all parties involved and engaged in support of sales activities
May be responsible for additional administrative tasks to aid in sales support of Treasury Management Relationship Manager
This 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.
Requirements
High School Diploma or GED
Three years prior banking, sales or sales support experience
Preferences
Bachelor's degree
Bilingual
Understanding of Working Capital
Skills and Competencies
Ability to partner with various internal partners across the organization
Ability to research, analyze data and derive facts
Demonstrated ability to prioritize and track assignments
Proficiency in Microsoft Office (Word, Excel, Powerpoint)
Strong presentation skills
Strong verbal and written communication
Strong work ethic and self-motivation
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 benefits-eligible 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.