Home Improvement Financing Relationship Specialist

Regions Bank

31d

About The Position

At Regions, the Home Improvement Financing Relationship Specialist supports our team of Relationship Managers in the development of existing relationships with program sponsors and/or contractor clients, helping them achieve their goals and solve problems. Regions Home Improvement Financing, a division of Regions Bank, engages in strategic partnerships with home-improvement manufacturers, distributors, franchisors, trade groups, and independent contractors to provide Point-of-Sale financing capabilities. This enables these partners to provide homeowners with an additional option to pay for various improvements to their homes, benefitting both the contractor partner and the homeowner.

Requirements

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

Nice To Haves

Prior client-facing or related experience
Willingness and ability to travel

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