Regions Bank
Treasury Management Relationship Support Specialist
Regions Bank, Shreveport, Louisiana, us, 71150
Treasury Management Relationship Support Specialist
Join to apply for the
Treasury Management Relationship Support Specialist
role at
Regions Bank .
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, including preparing account structures, building pricing proformas, participating in the production of presentation decks, completing client research, researching product information, ensuring implementation errors are below the required percentage, and adhering to the stated Service Level Agreement.
Manages new client onboarding experience, including 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.
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.
Compensation Details Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. The target job range is $53,025.00 USD and the median is $66,801.00 USD.
Benefits Information
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
Location Details Greenway Plaza, Houston, Texas.
Equal Opportunity Employer/including Disabled/Veterans.
#J-18808-Ljbffr
Treasury Management Relationship Support Specialist
role at
Regions Bank .
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, including preparing account structures, building pricing proformas, participating in the production of presentation decks, completing client research, researching product information, ensuring implementation errors are below the required percentage, and adhering to the stated Service Level Agreement.
Manages new client onboarding experience, including 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.
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.
Compensation Details Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. The target job range is $53,025.00 USD and the median is $66,801.00 USD.
Benefits Information
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
Location Details Greenway Plaza, Houston, Texas.
Equal Opportunity Employer/including Disabled/Veterans.
#J-18808-Ljbffr