Mortgage Strategy and Insights Business Partner

Regions Bank

Birmingham (AL)

Presencial

USD 102.000 - 124.000

Jornada completa

hace 9 horas

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Ventajas ofrecidas por este puesto de trabajo

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

Volunteer Program

Descripción de la vacante

Regions Bank in Birmingham, AL seeks a Consumer Bank Strategy & Performance Optimization Partner to drive strategic initiatives across the Mortgage and Consumer Bank segments. You will analyze markets, align cross-functional priorities, and translate insights into growth opportunities and enhanced customer experiences.

The role partners with senior leadership to shape long-term plans, optimize performance, and accelerate execution across Product, Sales, Operations, Risk, Technology, Finance, and

Formación

Bachelor's degree in an appropriate discipline.
Seven (7) years of experience in financial services, or related industry.
Three (3) years of experience in marketing, customer experience, business/product leadership, or customer analytics

Responsabilidades

Achieves the key performance indicators (KPIs) assigned through effective deployment of customer-centric strategy.
Facilitates tight collaboration across organization with business units and internal stakeholders to ensure marketing campaigns and product initiatives are aligned with segment needs.
Develops customer journey maps to identify areas to improve, develop plans and drive change to increased customer acquisition, satisfaction, retention, and financial performance.
Drives engagement, retention, deepening of existing customers and fosters new customer acquisition through segmentation and data-driven analytics.
Defines differentiated proposition as an all-in-one solutions provider for their segment through advanced segmentation strategies.
Builds execution plans and growth strategies backed by research, data analytics and channel feedback.
Strengthens channel capabilities to empower cross-selling amongst touchpoints.
Guides the development and implantation of integrated marketing programs and deliver end-to-end marketing communications.

Conocimientos

Influence leaders

Executive storytelling

Stakeholder management

Analytical thinking

Cross-functional collaboration

Strategic thinking

Customer insights

Educación

Bachelor's degree

Descripción del empleo

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 Consumer Strategy Business Partner manages the due diligence, planning, development, socializing, and implementing of strategic business objectives. Assists in the establishment of organization objectives, in the development of organization short, medium, and long-range and strategic plans for a sub‑segment of the Consumer Bank. Key to those plans is the identification of organization strengths and weaknesses, business opportunities and extensive understanding of customers and prospects. Evaluates and manages new business opportunities, initiatives, mergers, acquisitions, partnerships, alliances, and/or joint ventures within their area of responsibility. Oversees analysis covering the economics, legal, regulatory, market and competitive environment as well as internal organizational, financial, technical analysis. Monitors competitive activity and identifies client needs.

Responsible and accountable for the customer segment strategy across all channels, products, programs, compliance, and support groups. This includes channel strategy, roadmap, prioritization, execution, customer experience, usability, support, vendor management, risk management and budget for their segment.

Responsible for all research of their customer segment including extracting customer data and analyzing profiles to determine market segment requirements. Identifies and partners to develop targeted product offerings or marketing campaigns based on customer profiles. Provides information to sales and marketing teams to assist in the promotion of the organization’s goods and/or services.

Partners with other Strategists in the day‑to‑day performance of their jobs and leverages shared services resources in other groups for technical research and analytics needs. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. Extensive knowledge of department processes.

Responsibilities

Achieves the key performance indicators (KPIs) assigned through effective deployment of customer‑centric strategy
Facilitates tight collaboration across organization with business units and internal stakeholders to ensure marketing campaigns and product initiatives being in line with the experience and proposition defined for respective segments, and to ensure right fit across product portfolio, segment needs and growth targets
Develops customer journey maps to identify areas to improve, develop plans and drive change to increased customer acquisition, satisfaction, retention, and financial performance
Drives engagement, retention, deepening of existing customers and foster new customer acquisition through right segmentation & propositions, robust channel support and data‑driven analytics
Defines differentiated proposition as an "all-in-one" solutions provider for their segment through advanced segmentation strategies to create a sustainable and competitive market position
Builds advanced execution plans and growth strategies backed by research, data analytics and feedback from channels and other business lines with the ultimate goals to increase relationship depth, retention, and new customer acquisition
Strengthens channel capabilities to empower seamless cross‑selling journey, enable customer direct interactions and touchpoints to generate business opportunities
Guides the development and implantation of integrated marketing programs and deliver end-to-end marketing communications that shape the strategic positioning and generate business leads
Builds a customer‑centric cross‑selling journey to drive customer lifetime value by enhancing customer engagement and experience, to serve a large and important customer base,
Maximizes untapped opportunities from existing customers base, including reactivating the inactive, and reconnecting special caring segments
Collaborates with enterprise wide partners to execute company‑wide strategies

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.

This position is incentive eligible.

Requirements

Bachelor's degree in an appropriate discipline
Seven (7) years of experience in financial services, or related industry
Three (3) years of experience in marketing, customer experience, business/product leadership, or customer analytics

Preferences

Master's degree

Skills And Competencies

Able to lead internal and cross‑functional teams to be a team player
Motivated and high caliber individual will have direct responsibility to formulate Best‑in‑Class Customer Segmentation and proposition, deepen engagement via cross‑sell and upsell, improve sales and retention, and enhance customer experience along the entire customer journey
Self‑motivated, innovative, responsible, proactive, flexible, take ownership and determined to deliver assigned targets/projects
Strong analytical, problem‑solving and execution skills
Strong business acumen and is customer oriented with proven track‑record in attaining business results

Additional Job Description

The Consumer Bank Strategy & Performance Optimization team brings an outside‑in, future‑focused perspective to Regions’ Consumer Bank—combining emerging trends, customer insights, and strategic analysis to shape long‑term plans and accelerate execution across Retail, Mortgage, and Home Improvement Financing. We partner with senior leaders to drive strategy, enable cross‑functional alignment, and help the Consumer Bank deliver stronger growth and a more future‑ready customer experience.

The Mortgage Strategy and Insights Business Partner will partner directly with the Head of Mortgage to drive the most important strategic priorities within the Mortgage business. This role serves as a strategic integrator across the Mortgage organization, helping align priorities and accelerate execution across Product, Sales, Operations, Risk, Technology, Finance, and Consumer Banking. The role delivers actionable insights, supports long‑term planning, and drives cross‑functional initiatives that improve mortgage production, customer experience, operating performance, and long‑term business growth

Key Responsibilities

Serve as a strategic integrator across the Mortgage organization, helping align priorities, influence decisions, and accelerate execution across multiple functions and leadership teams
Conduct strategic analysis on mortgage production, customer acquisition, recapture, servicing, profitability, capacity utilization, market opportunities, and competitive dynamics
Develop executive presentations, recommendations, and decision‑support materials for senior leadership
Lead cross‑functional strategic initiatives and special projects on behalf of Mortgage leadership
Partner with Product, Pricing, Risk, Technology, Operations, Finance, Marketing, Retail Banking, and Consumer Strategy teams to drive alignment and execution
Lead Mortgage business unit review insights and executive‑level performance narratives
Track long‑term performance against Mortgage strategic priorities and identify emerging risks, opportunities, and dependencies.
Supports development of the Mortgage “North Star”, multi‑year strategy, and long‑term roadmap
Support evaluation of growth opportunities, customer experience improvements, process simplification efforts, and operating model enhancements

Key Qualifications

Proven ability to influence senior leaders and drive outcomes without direct authority
Exceptional communication, executive storytelling, and stakeholder management skills
Strong analytical and problem‑solving capabilities with a bias toward actionExperience leading strategic initiatives, business transformations, or performance improvement efforts
Ability to serve as a trusted advisor to senior leadership and operate effectively across Product, Pricing, Risk, Technology, Operations, Finance, and Sales team

Additional Preferences

Mortgage strategy, business management, transformation, product leadership experience preferred
Mortgage operations, sales, finance, or analytics leadership preferred
Deep understanding of mortgage origination, servicing, secondary marketing, product management, sales, or operations preferred
Experience supporting executive leadership and driving business growth, customer experience improvements, operational efficiency, and strategic priorities preferred

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:

$113,069.55 USD

Median

$146,550.00 USD

Incentive Pay Plans

This role is eligible to participate in the annual discretionary incentive plan. Employees are eligible to receive a discretionary award based on individual, business, and/or company performance.

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.