Regions Financial Corporation
Treasury Management Relationship Support Specialist
Regions Financial Corporation, Dallas, Texas, United States, 75215
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.
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:
Preparing account structures
Building pricing proformas for prospects and existing clients
Participating in the production of presentation decks
Completing client research to include proximity suitability to branches and other information that may aid in the overall success of the Treasury Management proposal
Researching product information in response to client inquiries by partnering with members of the TM Product team
Ensuring implementation errors are below the required percentage
Adhering to the stated Service Level Agreement
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
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum:
$53,025.00 USD
50th Percentile:
$66,801.00 USD
Incentive Pay Plans:
This job is not incentive eligible.
Location: Houston, Texas
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
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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:
Preparing account structures
Building pricing proformas for prospects and existing clients
Participating in the production of presentation decks
Completing client research to include proximity suitability to branches and other information that may aid in the overall success of the Treasury Management proposal
Researching product information in response to client inquiries by partnering with members of the TM Product team
Ensuring implementation errors are below the required percentage
Adhering to the stated Service Level Agreement
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
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum:
$53,025.00 USD
50th Percentile:
$66,801.00 USD
Incentive Pay Plans:
This job is not incentive eligible.
Location: Houston, Texas
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
#J-18808-Ljbffr