Treasury Management Implementation Product Specialist

Regions Financial Corporation; Hoover (AL); On-site; USD 44,000 - 53,000; Full time

Job summary

Regions Financial Corporation is seeking a detail-oriented team member to support Treasury Management implementations in Hoover, AL. You will work with the sales team and clients to implement products, validate data, and document progress through the workflow, ensuring all required documents are complete.

Requirements include a High School Diploma or GED and at least 1 year in banking, customer service, operations, or related roles.

Qualifications

• High School Diploma or GED.
• One (1) year of banking, customer service, operations, administrative or related experience.

Responsibilities

• Liaises with Treasury Management sales team and clients to help implement products and services.
• Performs data entry and validation within Treasury Management applications.
• Documents progress in the implementation workflow with notes.
• Ensures all required documentation, authorizations and approvals are included with requests.
• Provides follow-up on incomplete or inaccurate information with the sales team.
• Acts as a liaison between clients, Operations, Technology and bank partners.
• Tracks and manages implementations through to completion.
• Supports smooth handoff to Client Services after project completion when applicable.
• Contributes to complex, high-value, one-off requests during setup.

Skills

Excellent verbal and written comms

MS Office proficiency

Education

High School Diploma or GED

Job description

Primary Responsibilities

• Works directly with the Treasury Management sales team and clients to assist with the implementation of products and services


• Performs data entry and validation within multiple, complex, or integrated Treasury Management Applications


• Works within the implementation workflow system to document progress of implementation, complete with updated notes as applicable


• Validates required documentation, authorizations, and approvals are all accurately completed and included with implementation requests


• Provides follow-up communication to the Treasury Management sales teamwhen required information is incomplete or inaccurate


• Serves as the liaison between Regions' clients, Operations, Technology, and bank vendor partners as necessary


• Documents, manages, tracks, and drives implementations through completion


• Ensuresa smooth transition for clients from the implementation team to Client Services upon project completion when applicable


• May support complex, high value, and one-off special requests while developing insight, technical expertise and an analytical ability to complete the implementation set-up

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

Requirements

• High School Diploma or GED


• One (1) year of banking, customer service, operations, administrative or related experience

Preferences

• Experience in treasury management or operations

Skills and Competencies

• Excellent verbal and written communication skills


• Proficiency in Microsoft Office Suite

This position may be filled at a higher level depending on the candidate's qualifications and relevant experience.

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:

$43,500.00 USD

50th Percentile:

$52,540.00 USD

Incentive Pay Plans:

This job is not incentive eligible.

Location:

Hoover, Alabama

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.