Treasury Management Relationship Support Specialist

Socket.dev; Atlanta (GA); On-site; USD 29,000 - 36,000; Full time

Benefits offered by this job

401K with company match

Health, dental & vision

Paid vacation & sick time

Parental leave

Employee assistance program

Job summary

Regions is seeking a Treasury Management Relationship Support Specialist in Atlanta, GA. The role partners with Treasury Management Relationship Managers to prepare for sales activities, build pricing proformas, and deliver compelling client proposals.

You will manage onboarding, training, and escalations while ensuring accurate reporting. Qualifications include a High School Diploma or GED and 3 years in banking or sales support; a Bachelor’s degree and bilingual abilities are preferred.

Qualifications

• High School Diploma or GED required.
• Three years banking, sales or sales support experience.
• Bachelor’s degree preferred.

Responsibilities

• Partner with Treasury Management Relationship Managers to prepare for and execute sales activities.
• Prepare account structures and pricing proformas for prospects and existing clients.
• Create client research to support proposals and respond to inquiries with TM Product team.
• Oversee onboarding, training confirmation and client satisfaction.
• Serve as escalation point for client support and ensure timely, accurate reporting.
• Collaborate with Commercial and Treasury Management teams to support sales.

Education

High school diploma or GED

Bachelor’s degree

Bilingual

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.

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:
  • Preparing account structures
  • Building pricing proformas for prospects and existing clients
  • Participating in the production of presentation decks
  • Completing client research to include proximity suitability to branches and other information that may aid in the overall success of the Treasury Management proposal
  • Researching product information in response to client inquiries by partnering with members of the TM Product team
  • Ensuring implementation errors are below the required percentage
  • Adhering to the stated Service Level Agreement
• 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

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:

$53,025.00 USD

Median:

$66,832.50 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/about-regions/welcome-portal/benefits

Location Details

Atlanta Midtown

Location

Atlanta, Georgia

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.