Job Details

ID #3872134
State Georgia
City Kennesaw
Full-time
Salary USD TBD TBD
Source Regions Bank
Showed 2020-05-05
Date 2020-05-06
Deadline 2020-07-05
Category Et cetera
Create resume

Financial Relationship Consultant

Georgia, Kennesaw 00000 Kennesaw USA

Vacancy expired!

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: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 meet 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. This role was previously known as a Financial Services Specialist.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

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 for 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 (http://mortgage.nationwidelicensing.org) for more information.Requirements

High school diploma or GED

Preferences

College degree

Insurance License

One to two (1-2) years previous banking and/or lending experience

One to two (1-2) years experience handling cash in a bank environment

One to two (1-2) years prior relationship based client consultation

Skills and Competencies

Ability to assist customers with digital banking offerings

Strong communication and customer focus

Ability to handle multiple priorities simultaneously

Position TypeFull timeLocation DetailsShiloh Square BranchLocation:Kennesaw, GeorgiaEEO/AA/Minorities/Females/Disabled/VeteransAbout RegionsAt Regions, our culture focuses on five core values that are a commitment to how we will do business:

Put people first

Do what is right

Focus on your customer

Reach higher

Enjoy life

Through these values, our mission to make life better drives our desire to improve and make a positive difference in the communities where we work and live through financial investments and volunteering.EEO/AA/Minorities/Females/Disabled/Veterans

Vacancy expired!

Subscribe Report job