Job Title
Treasury Management Relationship Support Specialist
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.
Primary 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.
Requirements
High School Diploma or GEDThree years prior banking, sales or sales support experiencePreferences
Bachelor's degreeBilingualUnderstanding of Working CapitalSkills and Competencies
Ability to partner with various internal partners across the organizationAbility to research, analyze data and derive factsDemonstrated ability to prioritize and track assignmentsProficiency in Microsoft Office (Word, Excel, PowerPoint)Strong presentation skillsStrong verbal and written communicationStrong work ethic and self-motivationFull time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include : experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
Job Range Target : Minimum : $50,500.00 USD Median : $63,620.00 USD Incentive Pay Plans : This job is not incentive eligible.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
Paid Vacation / Sick Time401K with Company MatchMedical, Dental and Vision BenefitsDisability BenefitsHealth Savings AccountFlexible Spending AccountLife InsuranceParental LeaveEmployee Assistance ProgramAssociate Volunteer ProgramPlease note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time.
Location Details
Regions Center
Location : Birmingham, Alabama
Equal Opportunity Employer / including Disabled / Veterans