Home Builder Finance Client Service Associate

Regions Bank • Houston, TX

1d

About The Position

At Regions the Home Builder Finance Banking Assistant provides general administrative support to Relationship Managers relieving them of administrative detail. Primary Responsibilities Handle and respond to customer informational requests and keep respective Relationship Managers informed when appropriate Prepare and process documents, such as new accounts, fund transfers, etc. Complete account and product documentation along with maintaining customer account records May perform basic service transactions such as address changes, check orders, issue/activate ATM cards, accept loan payments, give account balances, and perform stop payments Offer assistance to clients who call for or drop by to see their Relationship Manager Assist department and Relationship Managers in development of cross-selling and other sales activities and opportunities This position requires the tracking of time and is eligible for overtime under the non-exempt FLSA classification for hours worked in excess of 40 per week.

Requirements

• High School Diploma or GED
• 4 years general banking experience
• Ability to communicate effectively with team members and management while understanding confidentiality to sensitive information
• Ability to develop and maintain effective working relationships with internal and external partners
• Demonstrated ability to independently identify goals; prioritize tasks and execute tasks to meet deadlines
• Demonstrated ability to manage multiple priorities in changing, fast-paced environment
• Demonstrated administrative experience, time management and troubleshooting skills
• Exceptional customer service skills, over the phone and in person, with our customers and internal departments
• Proficient in MS Office
• Proactively seeks opportunities to execute tasks effectively; without direct supervision
• Proven experience working independently with minimal supervision
• Strong organization skills and able to think analytically

Nice To Haves

• College degree

Responsibilities

• Handle and respond to customer informational requests and keep respective Relationship Managers informed when appropriate
• Prepare and process documents, such as new accounts, fund transfers, etc.
• Complete account and product documentation along with maintaining customer account records
• May perform basic service transactions such as address changes, check orders, issue/activate ATM cards, accept loan payments, give account balances, and perform stop payments
• Offer assistance to clients who call for or drop by to see their Relationship Manager
• Assist department and Relationship Managers in development of cross-selling and other sales activities and opportunities

Benefits

• Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates.
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees