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Regions Bank Treasury Management Relationship Support Specialist in Orlando, Florida

Thank you for your interest in a career at Regions. 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.

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 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:

  • Prepares account structures

  • Builds pricing proformas for prospects and existing clients

  • Participates in the production of presentation decks

  • Completes 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

  • 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

Position Type

Full time

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for 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 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. To learn more about Regions’ benefits, please click or copy the link below to your browser.

https://www.regions.com/welcometour/benefits.rf

Location Details

Admin Center - Jacksonville 10245

Location:

Jacksonville, Florida

Bring Your Whole Self to Work

We have a passion for creating an inclusive environment that promotes and values diversity of race, color, national origin, religion, age, sexual orientation, gender identity, disability, veteran status, genetic information, sex, pregnancy, and many other primary and secondary dimensions that make each of us unique as individuals and provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work is the right thing to do.

OFCCP Disclosure: Equal Opportunity Employer/Disabled/Veterans

About Regions

At Regions, our culture focuses on five core values that are a commitment to how we will do business:

  • Put people first

  • Do what is right

  • Focus on your customer

  • Reach higher

  • Enjoy life

Through these values, our mission to make life better drives our desire to improve and make a positive difference in the communities where we work and live through financial investments and volunteering.

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