Financial Relationship Consultant (West Branch)

Regions Financial Corporation Little Rock , AR 72215

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 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

West Branch Little Rock AR

Location:

Little Rock, Arkansas

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
Client Relationship Consultant 14 (Banker) South Little Rock AR

US Bank

Posted 2 weeks ago

VIEW JOBS 6/13/2022 12:00:00 AM 2022-09-11T00:00 At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we're one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Job Description Client Relationship Consultants build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel. Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each customer's unique goals and needs. They are also responsible for originating and closing consumer loans, opening accounts, and opening and/or closing the branch. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. This active posting is for a Client Relationship Consultant role:  Client Relationship Consultant 1, Client Relationship Consultant 2, Client Relationship Consultant 3 and Client Relationship Consultant 4. Below are the basic qualifications and preferred experience for each level of role. Your level of experience will be reviewed and matched to the appropriate job level. Client Relationship Consultant 1 Basic Qualifications * High school diploma or equivalent * One to three years of customer service experience * One to three years of sales experience Preferred Skills/Experience * Proven ability to build and foster relationships with clients through proactive outreach and follow up * Ability to affectively engage and communicate with clients * Basic knowledge of retail product philosophy, policy, procedures, documentation and systems * Basic knowledge of all retail products and services * Proven customer service and interpersonal skills * Effective selling and referral skills * Strong mathematical, problem-solving, and negotiation skills * Strong verbal and written communication skills * Experience in the financial services industry preferred Client Relationship Consultant 2 Basic Qualifications * High school diploma or equivalent * Three to four years of customer service experience * Three to four years of sales experience Preferred Skills/Experience * Proven ability to build and foster relationships with clients through proactive outreach and follow up * Ability to affectively engage and communicate with clients * Thorough knowledge of retail product philosophy, policy, procedures, documentation and systems * Thorough knowledge of all retail products and services * Proven customer service and interpersonal skills * Experience in participating in sales campaigns/promotions * Strong mathematical, problem-solving, and negotiation skills * Strong verbal and written communication skills * Experience in the financial services industry preferred * Experience assisting less experienced personnel Client Relationship Consultant 3 Basic Qualifications * High school diploma or equivalent * Four to five years of customer service experience * Four to five years of sales experience Preferred Skills/Experience * Proven ability to build and foster relationships with clients through proactive outreach and follow up * Ability to affectively engage and communicate with clients * Thorough knowledge of retail product philosophy, policy, procedures, documentation and systems * Advanced knowledge of all retail products and services * Proven customer service and interpersonal skills * Experience in participating in sales campaigns/promotions * Strong mathematical, problem-solving, and negotiation skills * Strong verbal and written communication skills * Experience in the financial services industry preferred * Previous supervisory experience preferred Client Relationship Consultant 4 Basic Qualifications * High school diploma or equivalent * Five or more years of customer service experience * Five or more years of sales experience Preferred Skills/Experience * Proven ability to build and foster relationships with clients through proactive outreach and follow up * Ability to affectively engage and communicate with clients * Advanced knowledge of retail product philosophy, policy, procedures, documentation and systems * Advanced knowledge of all retail products and services * Proven customer service and interpersonal skills * Experience in participating in sales campaigns/promotions * Strong mathematical, problem-solving, and negotiation skills * Strong verbal and written communication skills * Experience in the financial services industry preferred * Previous supervisory experience preferred If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Take care of yourself and your family with U.S. Bank employee benefits. We know that healthy employees are happy employees, and we believe that work/life balance should be easy to achieve. That's why we share the cost of benefits and offer a variety of programs, resources and support you need to bring your full self to work and stay present and committed to the people who matter most - your family. Learn all about U.S. Bank employee benefits, including tuition reimbursement, retirement plans and more, by visiting careers.usbank.com. EEO is the Law Applicants can learn more about the company's status as an equal opportunity employer by viewing the federal EEO is the Law poster. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. Due to legal requirements, U.S. Bank requires that the successful candidate hired for some positions be fully-vaccinated for COVID-19, absent being granted an accommodation due to a medical condition, pregnancy, or sincerely held religious belief or other legally required exemption. For these positions, as part of the conditional offer of employment, the successful candidate will be asked to provide proof of vaccination or approval for an accommodation or exemption upon hire. US Bank Little Rock AR

Financial Relationship Consultant (West Branch)

Regions Financial Corporation