Home Improvement Finance Relationship Specialist

Regions Bank; Salt Lake City (UT); On-site; USD 50,000 - 64,000; Full time

Job summary

Regions Bank is seeking a Home Improvement Finance Relationship Specialist to support its team in developing client relationships. The role focuses on educating contractors, managing client files, and assisting with program launches. Ideal candidates possess strong communication skills and client-facing experience, thriving in a collaborative environment.

Benefits

Paid Vacation/Sick Time

401K with Company Match

Medical, Dental, and Vision Benefits

Flexible Spending Account

Employee Assistance Program

Qualifications

• Bachelor's in Business or Communications required.
• Client-facing experience preferred.
• Ability to communicate effectively with various personalities.

Responsibilities

• Make outbound calls to educate contractors about products.
• Assist relationship managers with client interactions.
• Maintain detailed client files in the CRM system.

Skills

Communication

Collaboration

Time Management

Education

Bachelor's degree in Business or Communications

Associate’s degree and two years client-facing experience

High School Diploma or GED with four years client-facing experience

Tools

Customer Relationship Management (CRM) system

Job description

Home Improvement Finance Relationship Specialist

Join to apply for the Home Improvement Finance Relationship Specialist role at Regions Bank

Home Improvement Finance Relationship Specialist

17 hours ago Be among the first 25 applicants

Join to apply for the Home Improvement Finance Relationship Specialist role at Regions Bank

Get AI-powered advice on this job and more exclusive features.

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 EnerBank, the Relationship Specialist supports our team of Relationship Managers in the development of existing relationships with program sponsors and/or contractor clients, helping them achieve their goals and solve problems.

EnerBank USA, a division of Regions Bank, engages in strategic partnerships with home-improvement manufacturers, distributors, franchisors, trade groups, and other organizations (with networks of home improvement contractors) to develop customized white-label loan programs to help them increase their sales as well as attract and retain top dealers.

Primary Responsibilities

• Makes assigned outbound phone calls to contractors to educate them about product, process, or reporting enhancements and next steps required to utilize them
• Responds promptly to assigned inbound calls from program sponsors and/or contractors
• Provides information, answers routine questions, or refers problem/opportunity to Relationship Manager or Assistant Division Manager for satisfactory resolution
• Assists relationship managers in client conference pre-show planning and execution as well as post-show follow-up
• Assists relationship managers in the development and execution of annual relationship plans
• Assists relationship managers with new program sponsor launches
• Maintains client files on Customer Relationship Management (CRM) system including contact information, correspondence, and call reports as well as highlights of all client interactions useful to managing the relationship
• Supports relationship managers with miscellaneous administrative tasks as assigned
• Develops an in-depth knowledge of business development, marketing strategies and positioning, new program launch strategies, program sponsor and contractor training, choice of payment options, PartnerPortal reporting and tracking system capabilities, CRM system, loan center and contractor support workflow processes, pricing, program agreements, credit policy, market demand, and competition
• May attend certain client conferences or events
• May schedule and present new contractor onboarding training
  
  

This position requires the tracking of time and is eligible for overtime pay for hours worked in excess of 40 per week under the Fair Labor Standards Act.

Requirements

• Bachelor's degree in Business, Communications, or related field
• Or Associate’s degree and two (2) years client-facing or related experience
• Or High School Diploma or GED and four (4) years client-facing or related experience
  
  

Preferences

• Prior client-facing or related experience
• Willingness and ability to travel
  
  

Skills And Competencies

• Ability to communicate with all personality types including dominant/strong personalities without fear or apprehension
• Ability to work in a collaborative environment
• Capacity and willingness to learn quickly
• Challenge oriented with “can-do” attitude
• Communicates in a positive, motivating, and persuasive way
• Organized, deliberate and detail oriented
• Sense of urgency
  
  

Position Type

Full time

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

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

Job Range Target:

$50,500.00 USD

Median

$63,620.00 USD

Incentive Pay Plans

This job is not incentive eligible.

Benefits Information

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 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

Salt Lake City UT LOB

Location:

Salt Lake City, Utah

Equal Opportunity Employer/including Disabled/Veterans

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

Referrals increase your chances of interviewing at Regions Bank by 2x

Sign in to set job alerts for “Finance Specialist” roles.

South Jordan, UT $21.00-$23.00 3 weeks ago

Special Agent: Accounting/Finance Background

Salt Lake City Metropolitan Area $99,461.00-$128,329.00 1 week ago

Salt Lake County, UT $60,000.00-$72,000.00 2 weeks ago

Financial Accounting/Financial Planning | Analyst | Salt Lake City

Salt Lake City, UT $47,000.00-$56,000.00 1 day ago

Financial Operations Analyst(Recent grad in Finance or Business)

Salt Lake City, UT $21.00-$23.00 1 week ago

Risk (Capital, Liquidity, and Market) | Analyst | Salt Lake City

Risk, Credit Risk, Analyst, Salt Lake City

Salt Lake City, UT $22.00-$23.00 1 day ago

Salt Lake City, UT $20.00-$23.00 5 days ago

Salt Lake City Metropolitan Area 1 hour ago

Salt Lake City, UT $22.00-$23.00 1 day ago

Financial/Operations Analyst – Contract Opportunity. Recent Grads are more than welcome!

South Jordan, UT $20.00-$24.00 2 weeks ago

Salt Lake City Metropolitan Area $22.00-$24.00 6 days ago

Salt Lake City, UT $20.00-$23.00 6 days ago

Salt Lake City, UT $22.00-$23.00 1 day ago

Salt Lake City Metropolitan Area 2 weeks ago

Salt Lake City Metropolitan Area $21.00-$24.00 6 days ago

Credit Risk and Analysis | Analyst | Salt Lake City

Salt Lake City Metropolitan Area 1 month ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.