Treasury Management Relationship Support Specialist

Regions Bank; Nashville (TN); On-site; USD 50,500 - 63,650; Full time

Benefits offered by this job

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

Job summary

Regions Bank is looking for a Treasury Management Relationship Support Specialist in Nashville, Tennessee. In this full-time position, you will provide essential sales support to Treasury Management Relationship Managers and their clients, ensuring all clients' business needs are met effectively.

Responsibilities include managing client onboarding, assisting in sales activities, and serving as the primary escalation point for client support. Candidates should have a high school diploma and three years of relevant experience, with a preference for those holding a Bachelor's degree.

Qualifications

• Three years prior banking, sales, or sales support experience.
• Bilingual candidates are preferred.
• Understanding of Working Capital is beneficial.

Responsibilities

• Support Treasury Management Relationship Managers in sales activities.
• Manage the onboarding experience for new clients.
• Serve as the main point of escalation for client support.
• Ensure timely and accurate reporting.

Skills

Partnership with internal teams

Data analysis

Prioritization

Microsoft Office proficiency

Presentation skills

Communication skills

Work ethic

Self-motivation

Education

High School Diploma or GED

Bachelor’s degree (preferred)

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

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: $50,500.00 USD

Median: $63,650.00 USD

Incentive Pay Plans: This job is not incentive eligible.

Benefits Information

• 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

Location Details

Music Row

Location

Nashville, Tennessee

Equal Opportunity Employer/including Disabled/Veterans