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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 Wealth Management Client Experience and Training Coordinator is responsible for executing training and development initiatives and identifying learning opportunities, to support Wealth Management’s efforts to deliver superior client service.Responsibilities
Executes training and development initiatives and priorities for businesses in Wealth Management
Identifies strategic and high business impact learning or development opportunities and when appropriate, engages Corporate Learning and Development partners for analysis, consultation and learning solutions
Serves as liaison between Wealth Management and Corporate Learning and Development
Manages content in micro-learnings and training videos used by the advisor team, overseeing the client experience progress
Leads all client experience initiatives and priorities for businesses in Wealth Management which includes: defining and enhancing the sales process, client onboarding and creation of virtual tools
Partners with Wealth Management Communications Generalist on additional priorities set forth by leadership in business group
Leads and provides subject matter expertise to Wealth Management content on Regions.com
Completes special projects as assigned that will support Wealth Management efforts to drive and grow revenue and best serve our clients
Champions and leads the new hire onboarding experience
Manages all internal Life at Regions and SharePoint sites
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.Requirements
Bachelor’s degree
Three (3) years of related experience
Preferences
Bachelor’s degree in Marketing, Communications, or related degree
Experience coordinating training, client experience or professional development programs
Experience in the financial services industry, preferably Wealth Management
Experience with SharePoint
Skills and Competencies
Ability to assess training needs and objectives
Ability to build effective partnerships
Ability to communicate with various levels of management and clients
Advanced interpersonal and communication skills
Knowledgeable of effective training and learning development strategies
Position TypeFull timeLocation DetailsRegions Harbert - BirminghamLocation:Birmingham, AlabamaEEO/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
