About The Position

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.

Requirements

  • Bachelor's degree and three (3) years of banking or operational experience
  • Or High School Diploma or GED and four (4) years of banking or operational experience
  • Good computer skills especially with Microsoft Word and Excel
  • Proven excellent interpersonal and customer service skills
  • Strong analytical aptitude
  • Strong written and verbal communication skills

Nice To Haves

  • Prior Asset Based Lending experience
  • Experience with multiple bank systems, such as mainframe
  • Knowledge of Treasury Management products
  • Strong analytical aptitude
  • Microsoft Office Suite
  • Knowledge of Treasury Management products
  • Proven excellent interpersonal and customer service skills as well as strong written and oral communication skills

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

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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