Financial Relationship Consultant

Regions Financial Corporation Gardendale , AL 35071

Posted 7 days ago

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 Financial Relationship Consultant is responsible for meeting with customers and prospects both in person and on the phone to determine their banking and financial solutions goals and needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. This position offers an exciting opportunity for candidates with retail or sales experience that are interested in beginning a career with opportunities for growth, development and upward mobility.

Regions' mission is to make life better for our customers and communities, and we are looking for candidates committed to helping customers reach their financial goals by understanding and meeting customer needs. The successful candidate should be individually driven and competitive, as well as motivated to work as a team to achieve a common goal. This requires a candidate who is motivated by a fast paced and energetic environment, with the ability to provide personalized customer service.

Primary Responsibilities

  • Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions solutions

  • Achieves required levels of outbound phone calls using generated customer and prospect lead lists and prior customer conversations to acquire new customer relationships and to expand existing customer relationships

  • Educates and advises customers on Regions Consumer and Business products and services, including all loan and deposit types

  • Educates customers on emerging technology and digital solutions such as mobile, online and ATM offerings, all designed to make banking easier

  • Provides a consistent optimal customer experience, including handling customer's transactional needs. This may include sharing responsibility for greeting customers and processing basic transactions to ensure customers bank when, where, and how they want

  • Owns and resolves customer issues

  • Refers customers to an internal team of experts when complex financial goals and needs are recognized

  • Ensures safe and sound banking practices including adherence to all applicable laws and regulations

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

This position is incentive eligible.

This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to https://fedregistry.nationwidelicensingsystem.org for more information.

Requirements

  • High School Diploma or GED
  • Ability to work on Saturday as needed

Preferences

  • College degree

  • Life Insurance License

  • One (1) year of banking and/or lending experience

  • One (1) year of cash-handling experience in the Financial Services industry

  • One (1) year of relationship-based client consultation experience

Skills and Competencies

  • Ability to assist customers with digital banking offerings

  • Ability to handle multiple priorities simultaneously

  • Strong communication and customer focus

Position Type

Full time

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for 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/welcometour/benefits.rf

Location Details

Regions Center - Birmingham

Location:

Birmingham, Alabama

Bring Your Whole Self to Work

We have a passion for creating an inclusive environment that promotes and values diversity of race, color, national origin, religion, age, sexual orientation, gender identity, disability, veteran status, genetic information, sex, pregnancy, and many other primary and secondary dimensions that make each of us unique as individuals and provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work is the right thing to do.

OFCCP Disclosure: Equal Opportunity Employer/Disabled/Veterans

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Financial Relationship Specialist

Regions Financial Corporation

Posted 8 months ago

VIEW JOBS 2/22/2021 12:00:00 AM 2021-05-23T00:00 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 for a set period of time. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Financial Relationship Specialist is responsible for providing an exceptional customer experience and contribute to improving the financial wellness of our customers. This position offers an exciting opportunity for candidates with prior Teller, limited banking, or some retail sales experience who are interested in beginning a career with opportunities for growth, development and upward mobility. Regions' mission is to make life better for our customers and communities. The purpose of this role is to create meaningful personal connections with customers, identify ways for Regions to meet customer needs, and assist in resolving end to end customer sales and service inquiries. The successful candidate should be ambitious and adaptable with a desire to educate customers on the ability to bank when, where, and how they want. This requires an individual who is motivated by a fast paced and energetic environment, with the ability to provide personalized customer service. Primary Responsibilities * Provides a consistent optimal customer experience, primarily handling customers' transactional needs, including but not limited to performing teller activities such as deposits, withdrawals, payments, and balancing * Answers customer inquiries regarding products and services, fulfills basic servicing requests, and opens basic Consumer products such as checking and savings accounts * Works to create and establish relationships with customers, remaining well-informed about the customer's relationship with the bank * Educates customers on standard consumer products, emerging bank technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier * Assists branch and fellow team members with achieving goals by assisting with basic tasks to aid in customer problem resolution * Refers customers to an internal team of experts when more complex financial goals and needs are recognized * Achieves required levels of outbound phone calls using generated customer and prospect lead lists to educate customers on emerging technology and assist with meeting their financial needs * Ensures safe and sound banking practices, including adherence to all applicable laws and regulations 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. This position is incentive eligible. Requirements * High school diploma or GED Preferences * One to two (1-2) years prior banking, sales, and/or customer service experience * Two plus (2+) years prior cash handling or Teller experience Skills and Competencies * Ability to assist customers with digital banking offerings * Strong customer focus * Ability to handle multiple priorities simultaneously Position Type Full time Location Details Gardendale Odum Rd Location: Gardendale, Alabama Bring Your Whole Self to Work We have a passion for creating an inclusive environment that promotes and values diversity of race, color, national origin, religion, age, sexual orientation, gender identity, disability, veteran status, genetic information, sex, pregnancy, and many other primary and secondary dimensions that make each of us unique as individuals and provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work is the right thing to do. OFCCP Disclosure: Equal Opportunity Employer/Disabled/Veterans Regions Financial Corporation Gardendale AL

Financial Relationship Consultant

Regions Financial Corporation