At Regions, the Regions Business Capital Account Specialist provides direct customer service for clients with cash management and lending structures. Primary Responsibilities Provides analysis and reporting of client loan and collateral activity Monitors risk by utilizing advanced knowledge of bank policies and procedures Serves as primary contact and central information source for operational client needs Responsible for gathering and communicating initial loan set up data to ensure accurate reporting and customer billing Processes all monetary transactions pertaining to loan advances and payments Responsible for maintaining strong relationships by providing exceptional customer service for Treasury Management products Works with internal partners to ensure the timely and accurate implementation of all non-credit products and services Provides ongoing service for these products. Responds to and resolves operating issues to client satisfaction, including on-site visits when necessary Identifies potential risk for operational exposure and ensures risk is properly addressed and reported according to internal guidelines 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. This position is incentive eligible.
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Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED