Private Wealth Management Banking Products Partner

Regions BankAtlanta, GA
$132,369 - $166,247Onsite

About The Position

At Regions, the Private Wealth Management Banking Products Partner manages strategic banking processes, initiatives and new product development. This role is responsible for implementing business-wide strategic improvement initiatives for Private Wealth Management (PWM) Banking.

Requirements

  • Bachelor’s degree Business, Finance or a related field
  • Ten (10) years of relevant banking experience
  • Ability to clearly articulate complex issues to multiple levels in the organization and maintain clear communication to impacted groups
  • Ability to work autonomously
  • Ability to multi-task; able to prioritize and work accurately, flexibly and efficiently under pressure.
  • Ability to meet deadlines and drive for results
  • Ability to work equally well on self-managed and team-oriented projects
  • Excellent organization and time management skills
  • Proactive and adaptable
  • Strong critical thinking skills

Nice To Haves

  • Previous Private Banking experience
  • Previous Commercial Underwriting experience
  • Proven experience leading workstreams and process improvements
  • Knowledge of lending regulatory requirements for commercial and consumer lending
  • Experience in Commercial Banking is a plus.

Responsibilities

  • Supports PWM Banking Products and Development Manager on strategic banking initiatives, product development, ad hoc analysis to improve profitability, growth, delivery, efficiency and effectiveness.
  • Leads banking process workstreams to ensure differentiation, innovation, efficiency, effectiveness, channel readiness and goals are met
  • Creates white papers by conducting industry research on products and segmentation strategies, competitors, risk structures, and bank portfolio analysis and market opportunities
  • Proactively establish and monitor pricing for loans less than $1.0mm to ensure financial metrics are obtained
  • Assesses the financial impact of all modernization activities
  • Utilizes loan level data to identify opportunities, risks and make recommendations
  • Identifies and mitigates risk for banking products to include fielding questions and participating in line of business and bank committees
  • Serves as subject matter expert with Technology, data analytics and Consumer Product teams across the organization to ensure product parameters and risk tolerance levels are identified, prioritized and automated as appropriate.
  • Provides guidance and support on government, risk management, and compliance (GRC) product management activities
  • Develops strong collaboration with internal partners across the organization to ensure service level agreements are met and strong partnerships are developed and leveraged.
  • Coordinates regulatory examinations, uploading documents, communication, and organization
  • Prepares detailed presentations to support banking across the enterprise
  • Collaborates with senior leadership, legal, and auditors

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
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