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Regions Bank · 11 hours ago

Treasury Management Relationship Support Specialist

Houston, TX

Full-time

Onsite

Mid Level

$53K/yr - $67K/yr

3+ years exp

Regions Bank is dedicated to providing a supportive environment for associates to build their careers. The Treasury Management Relationship Support Specialist plays a key role in supporting Treasury Management Relationship Managers and their clients by delivering quality solutions to meet business needs and managing the onboarding experience for new clients.

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 experienceClient onboardingMicrosoft OfficeBilingualWorking CapitalResearchAnalysisPresentation skillsVerbal communicationWritten communicationSelf-motivation

Required

High School Diploma or GED

Three years prior banking, sales or sales support experience

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