Regions Bank · 1 month ago
Home Improvement Financing Relationship Specialist
United States
Full-time
Remote
Entry, Mid Level
$53K/yr - $67K/yr
2+ years expRegions Bank is committed to providing a career-oriented environment for its associates. The Home Improvement Financing Relationship Specialist supports Relationship Managers by developing existing relationships with contractors and program sponsors, helping them achieve their goals and solve problems related to financing options for home improvements.
BankingInsurance
Responsibilities
Makes assigned outbound phone calls to contractors to educate them about product, process, or reporting enhancements and next steps required to utilize them
Responds promptly to assigned inbound calls from program sponsors and/or contractors
Provides information, answers routine questions, or refers problem/opportunity to Relationship Manager or Assistant Division Manager for satisfactory resolution
Assists relationship managers in client conference pre-show planning and execution as well as post-show follow-up
Assists relationship managers in the development and execution of annual relationship plans
Assists relationship managers with new program sponsor launches
Maintains client files on Customer Relationship Management (CRM) system including contact information, correspondence, and call reports as well as highlights of all client interactions useful to managing the relationship
Supports relationship managers with miscellaneous administrative tasks as assigned
Develops an in-depth knowledge of business development, marketing strategies and positioning, new program launch strategies, program sponsor and contractor training, choice of payment options, PartnerPortal reporting and tracking system capabilities, CRM system, loan center and contractor support workflow processes, pricing, program agreements, credit policy, market demand, and competition
May attend certain client conferences or events
May schedule and present new contractor onboarding training
Qualification
Required
Bachelor's degree in Business, Communications, or related field
Or Associate's degree and two (2) years client-facing or related experience
Or High School Diploma or GED and four (4) years client-facing or related experience
Ability to communicate with all personality types including dominant/strong personalities without fear or apprehension
Ability to work in a collaborative environment
Capacity and willingness to learn quickly
Challenge oriented with “can-do” attitude
Communicates in a positive, motivating, and persuasive way
Organized, deliberate and detail oriented
Sense of urgency
Preferred
Prior client-facing or related experience
Willingness and ability to travel
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
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.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-04-06Acquired
Leadership Team
Brian Happel
Executive Vice President and Fort Worth Market CEO
Daniel Hobbs
Executive Vice President, Head of Corporate Finance and Business Lines CFO
Recent News
2024-04-30
Business Journals
2024-04-28
Company data provided by crunchbase