Treasury Management Sales & Onboarding Specialist

Regions Bank; Ridgeland (MS); On-site; USD 45,000 - 56,000; 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 in Ridgeland, MS seeks a Treasury Management Relationship Support Specialist to provide sales support to Relationship Managers, prepare account structures, pricing proformas, and client research to advance Treasury Management proposals.

The role manages onboarding, serves as escalation point for client issues, ensures timely reporting, and collaborates across Commercial and TM teams. Requires 3 years banking or sales support; HS diploma; bachelor's preferred.

Qualifications

• High School Diploma or GED required.
• Three years banking, sales or sales support experience.
• Bachelor's degree preferred.
• Bilingual abilities are a plus.
• Understanding of Working Capital is helpful.

Responsibilities

• Partner with Treasury Management Relationship Managers to prepare for and execute sales activities.
• Manage new client onboarding, documentation, training, and satisfaction.
• Serve as primary escalation point for client issues and ensure timely reporting.
• Collaborate with Commercial and TM Managers to support sales activities.

Skills

Presentation skills

Verbal and written communication

Data analysis

Relationship building

Time management

Self-motivation

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Regions Bank in Ridgeland, MS seeks a Treasury Management Relationship Support Specialist to provide sales support to Relationship Managers, prepare account structures, pricing proformas, and client research to advance Treasury Management proposals.

The role manages onboarding, serves as escalation point for client issues, ensures timely reporting, and collaborates across Commercial and TM teams. Requires 3 years banking or sales support; HS diploma; bachelor's preferred.