Financial Relationship Consultant

Regions Financial Corporation Ridgeland , MS 39157

Posted 2 months 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 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 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 meet 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. This role was previously known as a Financial Services Specialist.

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

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

  • 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

  • Ownership and resolution of 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 for 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

Preferences

  • College degree

  • Insurance License

  • One to two (1-2) years previous banking and/or lending experience

  • One to two (1-2) years experience handling cash in a bank environment

  • One to two (1-2) years prior relationship based client consultation

Skills and Competencies

  • Ability to assist customers with digital banking offerings

  • Strong communication and customer focus

  • Ability to handle multiple priorities simultaneously

Position Type

Full time

Location Details

Ridgeland Hwy 51

Location:

Ridgeland, Mississippi

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
Beauty Consultant

Walgreens

Posted 3 days ago

VIEW JOBS 2/27/2021 12:00:00 AM 2021-05-28T00:00 Why Work Here? At Walgreens, we're committed to always being there to help our patients and customers feel good, and as a member of our Beauty team, you'll have an opportunity to do just that! Through building positive customer relationships, and leveraging Omni-Channel solutions to engage customers on the latest beauty trends and products, you'll have the chance to help our customers look and feel their best! Our Beauty Advisors, Beauty Consultants and LOOK Boutique professionals build client trust through demonstrating their knowledge and passion for beauty, as well as have the opportunity to work with trusted cosmetic brands and exclusive lines created for Walgreens. Join a team that is transforming the way customers shop for beauty products, and watch your career grow with us. * Flexible hours * Level: Entry-Level * Travel: 0% Benefits * Healthcare Medical/Dental with 30 hour average week * PTO Vacation (after 6 months) * Employee discount Walgreens employees and their immediate families are entitled to a 15% discount on most purchases at any Walgreens Store and 25% on Walgreens brand products. * 401K Company matching helps employees secure their financial future and reach their retirement savings goals. * Flexible hours * Training programs Walgreens University - Beauty School Responsibilities Job Objectives Maximizes sales and brand awareness by providing exceptional customer care to all customers in a friendly, efficient, and professional manner; gives impartial, personalized, expertise and advice regardless of brand and budget. Demonstrates a passion for beauty and provides inspirational beauty knowledge and know-how. Provides customers with solutions for their beauty needs, including mini-makeovers and skincare consultations, with an emphasis on the customers' total look. Models and delivers a distinctive and delightful customer experience. Oversees and maintains overall beauty department standards. Job Responsibilities/Tasks Customer Experience * Engages customers by greeting them and offering assistance with products and services. Resolves customer issues and answers questions to ensure a positive customer experience. * Models and shares customer care best practices by proactively offering assistance, asking questions to determine customers' needs, and informing customers of options. * Greets, listens, and engages customers to identify their needs, making them aware of appropriate products and services, and providing warm transfers to other areas of the store when necessary. * Provides expertise in product demonstrations and consultations utilizing tools such as the Matchmade Device, Skin Hydrometer, and tablet. * Leads and delivers in-store events to promote brand awareness and loyalty of Owned Brands and total Beauty/Personal Care. * Builds relationships with customers; provides authentic closure of customer interaction and builds and fosters relationships. * Engages with omni-channel solutions to enhance customer engagement/experience. * Locates products in other stores or online if unavailable in the store. Operations * Achieves or exceeds predetermined sales goals by assisting customers in the purchase of products and by modeling exceptional customer care. * Reviews scorecard on a regular basis to understand performance within store and district; partners with store leadership and BAE to create improvement goals. * Consistently focuses on link-selling and up-selling with customers by showing them sale items and complimentary offerings. * Uses testers and sampling to demonstrate product application and leverage items from beauty promotional programs. * Ensures testers are stocked and maintained in compliance with hygiene standards; maintains a clean and organized department. * Implements company asset protection procedures to identify and minimize profit loss. * Processes sales for customers and/or employee purchases on cash register. * Participates in meetings and conference calls concerning programs and promotions, new items, brand launches, sales goals, and modeling exceptional customer care. * Has working knowledge of store systems and store equipment. * Ensures compliance with state and local laws regarding regulated products (e.g., alcoholic beverages and tobacco products). * Complies with all company policies and procedures; maintains respectful relationships with coworkers. * Completes special assignments as assigned. Training & Personal Development * Seeks self-development by monitoring own performance, setting high personal standards, maintaining awareness of beauty trends, learning from others, and improving job performance. * Maintains knowledge of competition, new product/brand launches, and overall industry trends. * Attends and participates in meetings, seminars, and other knowledge and business-driving opportunities; educates store team on new beauty updates, information, and learnings from training. * Attends training and completes e-learning modules requested by Manager or assigned by Corporate. * Maintains professional appearance and image in compliance with company guidelines at all times. * Models and shares behavior with other Beauty Consultants; provides training and assistance to new Beauty Consultants. * Works collaboratively with the Beauty Area Expert to review goals and maintain product knowledge. Walgreens, one of the nation's largest drugstore chains, is included in the Retail Pharmacy USA Division of Walgreens Boots Alliance, Inc., the first global pharmacy-led, health and wellbeing enterprise. More than 10 million customers interact with Walgreens each day in communities across America, using the most convenient, multichannel access to consumer goods and services and trusted, cost-effective pharmacy, health and wellness services and advice. Walgreens operates 8,175 drugstores with a presence in all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands. Walgreens omnichannel business includes Walgreens.com. Approximately 400 Walgreens stores offer Healthcare Clinic or other provider retail clinic services. As the neighborhood drugstore and retailer, our goal is to make health and happiness simpler, easier and within reach. And we remain a trusted wellness provider offering convenient access to important health services, such as immunizations and an array of pharmacy services that can help patients improve their health. To our team members, Walgreens represents a unique opportunity to excel in their careers in a welcoming and inclusive environment. We offer the chance to work in a truly supportive environment, and be a part of a progressive organization dedicated to the well-being of our customers, team members and the communities we all call home. Basic Qualifications * High School Diploma/GED and at least 1 year of experience working in a retail sales environment that required meeting a defined sales goal OR at least 1 year of experience proactively selling beauty or cosmetic products and providing customer care. * Experience in developing ways to accomplish goals with little or no supervision, depending on oneself to complete objectives and determining when escalation of issues is necessary. * Knowledge of products and brands in order to engage and meet the needs of the customer. * Experience building and maintaining relationships within a team. * Basic level PC/tablet skills. * Requires willingness to work flexible schedule including evenings, weekends, and holidays. * Must be fluent in reading, writing and speaking English. (Except in Puerto Rico) Preferred Qualifications * Licensure in Cosmetology or as an Esthetician as granted by appropriate state licensing authority. * Experience establishing & maintaining relationships with individuals at all levels of the organization, in the business community & with vendors. * Experience demonstrating makeup application and providing makeovers to customers. * Experiencing selling Prestige brands. * Degree from Beauty School. * Experience with another retailer in the form of an Externship. An Equal Opportunity Employer, including disability/veterans. The following information is applicable to Colorado only, in accordance with the Colorado Pay Equity Act. In Colorado, an employee in this position can expect a salary/hourly rate between $16.00 and $21.00 depending on experience, seniority, geographic locations, and other factors permitted by law. To review the available benefits, please click here: jobs.walgreens.com/benefits .Walgreens will provide applicants in other states with information related to the positions, to the extent required by state or local law, by calling 1-866-967-5492 Apply Walgreens Ridgeland MS

Financial Relationship Consultant

Regions Financial Corporation