Treasury Management Sales Support Specialist

Regions Financial Corporation; Ridgeland (MS); On-site; USD 51,000 - 64,000; Full time

Job summary

Regions Financial Corporation in Ridgeland, MS is seeking a Treasury Management Relationship Support Specialist to assist Relationship Managers in selling and delivering treasury solutions. You will help prepare account structures, pricing proformas, and client research while ensuring accurate implementation and timely reporting.

The role emphasizes collaboration across commercial and treasury teams, onboarding clients, handling escalations, and maintaining SLA adherence.

Qualifications

• High School Diploma or GED.
• Three years prior banking, sales or sales support experience.

Responsibilities

• Partner with Treasury Management Relationship Managers to prepare for and execute sales activities.
• Manage onboarding experience including documents and training confirmation.
• Serve as primary escalation point for client support.
• Ensure reporting is complete, timely and accurate.
• Collaborate with Commercial and Treasury Management RMs to support sales.

Skills

Time management

Data analysis

Communication

Presentation skills

Microsoft Office

Education

High School Diploma or GED

Bachelor’s degree (preferred)

Tools

Microsoft Office

Excel

PowerPoint

Job description

Regions Financial Corporation in Ridgeland, MS is seeking a Treasury Management Relationship Support Specialist to assist Relationship Managers in selling and delivering treasury solutions. You will help prepare account structures, pricing proformas, and client research while ensuring accurate implementation and timely reporting.

The role emphasizes collaboration across commercial and treasury teams, onboarding clients, handling escalations, and maintaining SLA adherence.