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Financial Relationship Consultant

Posted: 10/17/2021

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 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

Salary Range: $21,000 - $40,000/year

Employer Willing to Train: Yes

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