Treasury Management Relationship Support Specialist
$53.03k - $66.83kRegions Bank
Description At Regions, the Treasury Management Relationship Support Specialist provides sales support to Treasury Management Relationship Managers and their clients to identify, develop, and deliver quality solutions to aid the client in their day‑to‑day business needs. Primary Responsibilities Partner with Treasury Management Relationship Managers to prepare for and execute sales activities, including preparing account structures, building pricing proformas for prospects and existing clients, participating in the production of presentation decks, completing client research to include proximity suitability to branches and other information that may aid in the overall success of the Treasury Management proposal, researching product information in response to client inquiries by partnering with members of the TM Product team, ensuring implementation errors are below the required percentage, adhering to the stated Service Level Agreement. Manage new client onboarding experience which includes requesting documentation execution, implementation request submission, training confirmation, and client satisfaction. Serve as the primary escalation point for client support when first level support does not meet client needs. Ensure reporting is complete, timely and accurate. Collaborate with both Commercial and Treasury Management Relationship Managers to keep all parties involved and engaged in support of sales activities. May be responsible for additional administrative tasks to aid in sales support of Treasury Management Relationship Manager. This position requires time-tracking and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act. Requirements High School Diploma or GED. Three years prior banking, sales or sales support experience. Preferences Bachelor’s degree. Bilingual. Understanding of Working Capital. Skills and Competencies Ability to partner with various internal partners across the organization. Ability to research, analyze data and derive facts. Demonstrated ability to prioritize and track assignments. Proficiency in Microsoft Office (Word, Excel, PowerPoint). Strong presentation skills. Strong verbal and written communication. Strong work ethic and self‑motivation. Position Type Full time. Compensation Details Pay ranges are job specific and are provided as a point‑of‑market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position. Job Range Target
$53,025.00 – $66,832.50 USD.
Incentive Pay Plans This job is not incentive eligible. Benefits Information Regions offers a benefits package that is flexible, comprehensive and recognizes that “one size does not fit all.” The following 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. Location Details Ponce De Leon, Coral Gables, Florida. Equal Opportunity Employer Including Disabled/Veterans. Job Posting Information Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher‑volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company. #J-18808-Ljbffr Regions Bank- ...About this role: Wells Fargo is seeking a Business Relationship Support Manager to join the Dedicated Client Services team supporting the... ...leading a team responsible for implementing and/or servicing treasury management services ~3+ years experience supporting Complex...SuggestedWork experience placementWork at officeFlexible hours3 days per week
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