Treasury Management Relationship Support Specialist

About the Role

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.

Responsibilities

• Partners with Treasury Management Relationship Managers to prepare for and execute on sales activities, including:
  • Preparing account structures
  • Building pricing proformas for prospects and existing clients
  • Participating in the production of presentation decks
  • Completing client research, including proximity suitability to branches and other relevant information
• Researches product information in response to client inquiries by partnering with members of the TM Product team
• Ensures implementation errors are below the required percentage
• Adheres to the stated Service Level Agreement
• Manages new client onboarding experience, including:
  • 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 engaged in support of sales activities
• May be responsible for additional administrative tasks to aid in sales support
• Tracks 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 GED
• Three years of prior banking, sales, or sales support experience

Preferences

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

Skills and Competencies

• 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

Pay

Pay ranges are job-specific and provided as a point-of-market reference for compensation decisions. The target pay range for this position in the Birmingham, Alabama area is:

• Minimum: $50,500.00 USD
• Median: $63,650.00 USD

This job is not incentive eligible.

Benefits

Regions offers a flexible, comprehensive benefits package for benefits-eligible associates, including:

• 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

Schedule

This is a full-time position.

Location: Birmingham, Alabama