Banking Relationship Specialist

Banking Relationship Specialist

Regions is dedicated to providing a platform for individuals to excel in their careers by focusing on performance, quality, integrity, and drive. The company positions itself as the employer of choice for those who are committed to personal and professional growth.

Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.

Job Description:

At Regions, the Banking Relationship Specialist is responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to create meaningful personal connections with customers while processing transactions, identify ways for Regions to meet customer needs, and assist in resolving end to end customer service inquiries. This role offers an exciting opportunity for candidates with prior teller, limited banking, or some retail sales experience who are interested in beginning a career with opportunities for growth, development, and upward mobility.

Regions is committed to making life better for customers and communities. The ideal candidate should be ambitious and adaptable, with a passion for educating customers on the flexibility of banking services. Key qualifications include excellent communication skills and the ability to provide personalized customer support.

Primary Responsibilities:

• Ensures a smooth and efficient customer service interaction at the cash register by effectively assisting customers with their transactional requirements, such as deposits, withdrawals, and payments
• Addressing customer concerns regarding products and services and performing elementary service tasks like distributing new or replacement cards, updating details, resetting PINs, reordering checks, and resolving basic issues
• Cultivates relationships with clients, staying knowledgeable about their engagement with the banking institution
• Demonstrates to customers the functionality of mainstream consumer items and electronic advancements, including mobile applications, online services, and ATM features, with the goal of enhancing banking convenience
• Supports colleagues within the team by helping with simple duties to contribute to addressing customer issues effectively
• Utilizing provided customer and prospect lists to make outbound phone calls, educating clients on current technology advancements, and supporting them in fulfilling their financial objectives
• The identification of complex financial goals prompts the referral of clients to an internal team with specialized expertise
• Abides by all bank processes and laws, following instructions allocated by the Branch Manager; as part of the branch team, guarantees the practice of secure banking operations, which involves overseeing, recognizing, and disclosing operational risks
• Attains branch objectives and goals by recognizing customer needs and providing suitable guidance and perspective on Regions' solutions

This position entails keeping a record of hours worked over 40 hours weekly and is eligible for overtime compensation under the Fair Labor Standards Act provisions.

This role includes the option to receive incentives.

Requirements:

• Acquiring a high school diploma or GED accreditation is advantageous for further education
• Suitability to include Saturdays in the work routine when necessary
• Proficiency in cash management and conducting monetary transactions
• Proficient in exchanging information in person, over the phone, and through electronic communication
• Proficient in the regular use of a computer, including typing and long periods of screen concentration
• Capability to move around and be in an upright position for an extended period of time
• Ability to lift up to twenty (20) pounds

Preferences:

• At least 12 months of experience in the banking sector, cash operations, or delivering customer service

Skills and Competencies:

• Being skilled in conforming to prescribed rules, regulations, and guidelines
• Competency in aiding customers with utilizing online banking features
• Balancing multiple responsibilities at once is a valuable asset in the workplace
• Competency in overseeing large cash sums
• Placing a strong emphasis on understanding and meeting customer expectations, as well as fostering solid customer connections, is critical

Job Type: Full-time hours

Compensation Details:

Payment scales are oriented towards particular job roles and serve as a guideline for determining employee compensation. Aspects such as experience, competencies, awareness, contribution, location, and particularly, job performance directly impact the remuneration individuals in the same role will receive.

Incentivized Payment Structures: This job offers the chance to be a part of an incentivized payment setup. Individuals can earn extra payments by meeting specific metrics and goals as required.

Regions' benefits package is structured to accommodate the diverse needs of associates who qualify for benefits, ensuring that each individual can access a range of benefits that best suit their requirements. The benefits offered by Regions are comprehensive, flexible, and acknowledge the importance of providing choices to employees based on their specific needs. The synopsis of benefits at Regions is intended to offer a broad view of the available benefits, rather than a detailed analysis of each plan's terms and conditions.

• Paid Vacation/Sick Time
• The 401K program with a company match allows employees to save for retirement with the added benefit of receiving additional funds from their employer based on a percentage of their contributions
• Healthcare benefits cover a range of services such as medical treatment, dental procedures, and vision care
• Disability Benefits
• Health Savings Account
• Flexible Spending Account
• Life Insurance
• Parental Leave
• Employee Assistance Program
• Associate Volunteer Program

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