Fincancial Relationship Consultant - Rome Main

Regions Financial Corporation Rome , GA 30161

Posted 5 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:

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.

At Regions, our 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. Financial Relationship Consultants are 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.

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 under the non-exempt FLSA classification for hours worked in excess of 40 per week.

This position is incentive eligible.

This position requires registration with the national Mortgage Licensing System and Registry (NMLS). Please refer to (http://mortgage.nationwidelicensing.org) for more information.

Minimum Requirements:

  • High school diploma or GED

Preferred Experience:

  • 1-2 years previous banking and/or lending experience
  • 1-2 years experience handling cash in a bank environment
  • 1-2 years prior relationship based client consultation
Preferred Qualifications &

Skills:
  • College degree

  • Insurance License

  • Ability to assist customers with digital banking offerings

  • Strong communication and customer focus

  • Ability to handle multiple priorities simultaneously

Location:Rome, Georgia

EEO/AA/Minorities/Females/Disabled/Veterans


See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere
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
HDI Sales Consultant Rome

Home Depot

Posted 3 weeks ago

VIEW JOBS 11/27/2018 12:00:00 AM 2019-02-25T00:00 POSITION PURPOSE HDI Sales Consultants (SC) are primarily responsible for selling Home Depot s do-it-for-me services to clients in their homes. Sales Consultants spend the majority of their time traveling to and engaging in professional sales presentations in customers homes. While at customers homes, SCs assess customer needs, recommend products that fulfill those needs, develop price quotes and present warranty information and financing options. They work with customers to complete the necessary sales contracts and paperwork. Sales Consultants are also responsible for generating leads inside their assigned stores and during scheduled lead generation events, maintaining relationships with assigned stores in an effort to drive their sales, attending meetings and participating in and/or facilitating training on HDI products and service offerings. Sales Consultants earn commissions based on their sales and are also eligible for monthly bonuses based on sales performance. MAJOR TASKS, RESPONSIBILITES AND KEY ACCOUNTABILITIES 80%- Conduct professional sales presentations inside customers homes. Complete assessment of customer needs while at their home. Present warranty and available financing options to customers. Prepare for appointments, commute to/from appointments and process sales-related paperwork. 20%- Generate leads at assigned store. Participate in scheduled lead generation events. Develop/maintain relationships with store management and associates. Attend branch/team meetings. Attend store meetings and facilitate/participate in training on HDI products and service offerings. NATURE AND SCOPE This position reports to a Sales Manager. This position has no direct reports. ENVIRONMENTAL JOB REQUIREMENTS Environment: Located in a comfortable indoor area. Any unpleasant conditions would be infrequent and not objectionable. Travel: Typically requires overnight travel less than 10% of the time. Additional Environmental Job Requirements: MINIMUM QUALIFICATIONS Must be eighteen years of age or older. Must be legally permitted to work in the United States. Additional Minimum Qualifications: Education Required: The knowledge, skills and abilities typically acquired through the completion of a high school diplomas and/or GED. Years of Relevant Work Experience: 1 years Physical Requirements: Requires intermittent periods during which continuous physical exertion is required, such as walking, standing, stooping, climbing, lifting material or equipment, some of which may be heavy or awkward. Additional Qualifications: Preferred Qualifications: Prior in-home sales experience Prior home improvement industry experience Prior experience with successful lead generation Computer and application skills and use of varied technology (email, iPad, apps, etc.) Any prior experience or knowledge of roofing & gutters, windows & doors, flooring, kitchen & bath, handyman services, painting, hvac, and/or home repair & installation is a Plus but Not required Knowledge, Skills, Abilities and Competencies: Ability to work cooperatively as part of a team Strong communication skills, both verbal and written Excellent presentation skills Strong customer service skills Strong attention to detail Home Depot Rome GA

Fincancial Relationship Consultant - Rome Main

Regions Financial Corporation