Home Improvement Finance Relationship Specialist

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

Job summary

Regions Financial Corporation seeks a Relationship Specialist for its EnerBank division in Salt Lake City. This role involves supporting Relationship Managers, educating clients, and maintaining CRM data. Ideal candidates will have a strong background in business or communications and client-facing roles.

Qualifications

• Bachelor's degree or equivalent experience in business or communication.
• At least two years of client-facing experience preferred.
• Ability to travel and work collaboratively.

Responsibilities

• Educate contractors about products and processes.
• Assist relationship managers with client planning and execution.
• Maintain client information in CRM system.

Skills

Communication

Collaboration

Detail oriented

Challenge oriented

Education

Bachelor's degree in Business, Communications, or related field

Associate’s degree and two (2) years client-facing or related experience

High School Diploma or GED and four (4) years client-facing or related experience

Job description

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.

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

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.

Job Range Target:

Minimum:

$50,500.00 USD

50th Percentile:

$63,620.00 USD

Incentive Pay Plans:

This job is not incentive eligible.

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.