Treasury Management Relationship Support Specialist

RegionsLittle Rock, AR
$45,450 - $57,285Onsite

About The Position

Thank you for an interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. At Regions, the Treasury Management Relationship Support Specialist provides sales support to Treasury Management Relationship Managers and their clients to identify, develop, and deliver quality solutions to aid the client in their day-to-day business needs.

Requirements

  • High School Diploma or GED
  • Three years prior banking, sales or sales support experience
  • Ability to partner with various internal partners across the organization
  • Ability to research, analyze data and derive facts
  • Demonstrated ability to prioritize and track assignments
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint)
  • Strong presentation skills
  • Strong verbal and written communication
  • Strong work ethic and self-motivation

Nice To Haves

  • Bachelor’s degree
  • Bilingual
  • Understanding of Working Capital

Responsibilities

  • Partners with Treasury Management Relationship Managers to prepare for and execute on Sales activities. This includes but is not limited to: Preparing account structures, Building pricing proformas for prospects and existing clients, Participating in the production of presentation decks, Completing client research to include proximity suitability to branches and other information that may aid in the overall success of the Treasury Management proposal, Researching product information in response to client inquiries by partnering with members of the TM Product team, Ensuring implementation errors are below the required percentage, Adhering to the stated Service Level Agreement
  • Manages new client onboarding experience which includes requesting documentation execution, implementation request submission, training confirmation and client satisfaction
  • Serves as primary escalation point for client support when first level support does not meet client needs
  • Ensures reporting is complete, timely and accurate
  • Collaborates with both Commercial and Treasury Management Relationship Managers to keep all parties involved and engaged in support of sales activities
  • May be responsible for additional administrative tasks to aid in sales support of Treasury Management Relationship Manager
  • This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.
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