Treasury Management Relationship Support Specialist

About the role

The Treasury Management Relationship Support Specialist at Regions is responsible for providing sales support to Treasury Management Relationship Managers and their clients. This role involves preparing for and executing sales activities, managing new client onboarding, and serving as a primary escalation point for client support.

Responsibilities

• Prepare account structures
• Create pricing proformas for prospects and existing clients
• Develop presentation decks
• Conduct client research including proximity suitability to branches and other information
• Research product information in collaboration with the TM Product team
• Avoid implementation errors below the required percentage
• Adhere to the Service Level Agreement
• Manage new client onboarding experience
• Request documentation execution, implement client requests, confirm training, and ensure client satisfaction
• Act as the primary escalation point for client support when first-level support is insufficient
• Ensure reporting is complete, timely, and accurate
• Collaborate with Commercial and Treasury Management Relationship Managers to maintain engagement in sales activities
• Perform additional administrative tasks to support Treasury Management Relationship Manager's sales efforts

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

Skills and Competencies

• Ability to partner with various internal partners across the organization
• Research, analyze data, and derive facts
• Prioritize and track assignments effectively
• Proficiency in Microsoft Office (Word, Excel, PowerPoint)
• Strong presentation skills
• Strong verbal and written communication skills
• Strong work ethic and self-motivation

Position Type

Full time

Compensation Details

Pay ranges are job-specific and serve as a market reference for compensation decisions. Factors such as experience, skills, knowledge, contribution, job location, and performance impact pay. The target range for this position is $45,450.00 USD to $57,285.00 USD, with a median of $57,285.00 USD. This position is not eligible for incentive pay.

Benefits Information

Regions offers a comprehensive benefits package that includes paid vacation/sick time, 401K with company match, medical, dental, and vision benefits, disability benefits, health savings accounts, flexible spending accounts, life insurance, parental leave, employee assistance programs, and an associate volunteer program. For more details, visit this link.

Location Details

Main Location: Little Rock, Arkansas

Equal Opportunity Employer

Regions is committed to creating an inclusive environment for all associates. We are an equal opportunity employer and welcome applications from individuals with disabilities, veterans, and members of diverse backgrounds.