Treasury Management Relationship Support Specialist

Regions Bank • Coral Gables, FL • 4h 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 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

Partners with Treasury Management Relationship Managers to prepare for and execute on Sales activities. This includes but is not limited to:

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

Manages new client onboarding experience which includes requesting documentation execution, implementation request submission, training confirmation and client satisfaction

Serves as primary escalation point for client support when first level support does not meet client needs

Ensures reporting is complete, timely and accurate

Collaborates 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 the tracking of time 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:

Minimum:

$53,025.00 USD

Median:

$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" for benefits-eligible associates. (https://www.regions.com/about-regions/benefits/benefits-eligibility) 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/about-regions/welcome-portal/benefits

Location Details

Ponce De Leon

Location:

Coral Gables, Florida

Equal Opportunity Employer/including Disabled/Veterans

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.

Similar Jobs

Bookkeeper

Robert Half • Miami Lakes, FL • 2h ago

Finance, Accounting & Banking

Description Job Summary: We are seeking a detail-oriented Bookkeeper with strong Excel skills to support daily accounting operations. This role will handle financial transactions, reconciliations, and reporting in a fast...

2h ago

Go to Apply

Bookkeeper

Robert Half • Miami, FL • 2h ago

Finance, Accounting & Banking

Description Job Summary: We are seeking a detail-oriented Junior Bookkeeper to support daily accounting operations. This role is ideal for someone early in their accounting career who is eager to learn and grow in a fast...

2h ago

Go to Apply

Staff Accountant

Robert Half • Hialeah, FL • 4h ago

Finance, Accounting & Banking

Description Staff Accountant (Temp-to-Perm) Miami Lakes Ready to roll up your sleeves and help build an accounting department from the ground up? We're a growing manufacturer/distributor in the Miami Lakes area looking f...

4h ago

Go to Apply

Mortgage Loan Officer - Florida

Regions Bank • Pinecrest, FL • 4h ago

Finance, Accounting & Banking

4h ago

Go to Apply

Sr. Accountant/Finance Mgr

Robert Half • Miami, FL • 1d ago

Finance, Accounting & Banking

Description We are looking for an experienced, detail-oriented finance specialist to lead day-to-day accounting activities for our Miami, Florida hub while supporting a growing U.S. business operation. This position blen...

1d ago

Go to Apply

Staff Accountant

Robert Half • Hollywood, FL • 2d ago

Finance, Accounting & Banking

Description We are looking for an experienced and detail-driven Staff Accountant to manage comprehensive accounting functions for a well-established organization in Hollywood, Florida. This position requires a dependable...

2d ago

Go to Apply

Citi Commercial Bank - Relationship Manager, Senior Vice President

Citigroup • Miami, FL • 2d ago

Finance, Accounting & Banking

The Commercial Relationship Manager is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Typically a small number of people within th...

2d ago

Go to Apply

International Private Bank- Managing Director Private Banker- LATAM

JPMorgan Chase • Miami, FL • 2d ago

Finance, Accounting & Banking

Posting Description We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's International Private...

2d ago

Go to Apply

Teller

First Horizon Bank • Miami Lakes, FL • 2d ago

Finance, Accounting & Banking

Description Location: On site at location listed in job posting. Weekly Scheduled Hours: Monday - Friday, 8:15am - 5pm Summary: Provide quality, accurate and timely customer service involving daily processing of financia...

2d ago

Go to Apply

Commercial Banking Manager

Accenture • Miami, FL • 3d ago

Finance, Accounting & Banking

Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth,...

3d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)