What are the responsibilities and job description for the Financial Relationship Specialist position at Regions?
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 Specialist is responsible for providing an exceptional customer experience and contributing 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
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
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
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.
Requirements
High School Diploma or GED
Ability to work on Saturday as needed
Preferences
One (1) year of banking, sales, and/or customer service experience
Two (2) years of cash handling or Teller experience
Skills and Competencies
Ability to assist customers with digital banking offerings
Ability to handle multiple priorities simultaneously
Strong 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 Villages Financial Center
Location: The Villages, Florida
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 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 Specialist is responsible for providing an exceptional customer experience and contributing 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
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
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
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.
Requirements
High School Diploma or GED
Ability to work on Saturday as needed
Preferences
One (1) year of banking, sales, and/or customer service experience
Two (2) years of cash handling or Teller experience
Skills and Competencies
Ability to assist customers with digital banking offerings
Ability to handle multiple priorities simultaneously
Strong 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 Villages Financial Center
Location: The Villages, Florida
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
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