Apply on Employer Site

Regions Bank · 2 months ago

Treasury Management Relationship Support Specialist

Birmingham, AL

Full-time

Onsite

Mid Level

$50K/yr - $64K/yr

3+ years exp

Regions Bank is dedicated to providing a supportive career environment for its associates. The Treasury Management Relationship Support Specialist plays a crucial role in supporting Treasury Management Relationship Managers and clients by delivering quality solutions and managing client onboarding experiences.

BankingInsurance

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

Qualification

Sales support experienceMicrosoft Office proficiencyBilingualWorking CapitalResearchData analysisPrioritization skillsPresentation skillsVerbal communicationWritten communicationWork ethicSelf-motivation

Required

High School Diploma or GED

Three years prior banking, sales or sales support experience

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

Preferred

Bachelor's degree

Bilingual

Understanding of Working Capital

Benefits

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

Company

Regions Bank

Glassdoor3.6

Regions Financial Corporation is a member of the S&P 500 Index and is one of the nation’s largest full-service providers of consumer and commercial banking, wealth management, and mortgage products and services.

Founded in 1971

Memphis, Tennessee, USA

10001+ employees