Treasury Management Relationship Support Specialist
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.
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 to include proximity suitability to branches and other information that may aid in the overall success of the Treasury Management proposal
- 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, 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 GED
- Three years 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 information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
- Minimum: $50,500.00 USD
- Median: $63,650.00 USD
This job is not incentive eligible.
Benefits
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:
- 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
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time.
Schedule
This is a full-time position.