Treasury Management Sales Analyst

Treasury Management Sales Analyst

20 Sep 2024
Texas, Dallas / fort worth 00000 Dallas / fort worth USA

Treasury Management Sales Analyst

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 Treasury Management Relationship Support Specialist provides sales support to Treasury Management Relationship Managers and resolves escalated customer service issues.Primary Responsibilities

Create account structures/flow chart by understanding the flow of funds and Treasury Management (TM) services and also make recommendations to better serve the customer and the Treasury Management Relationship Manager for annual reviews as needed for meetings

Consult with the customer regarding their specific setup needs in order to complete TM workbooks and ensure implementation is completed accurately and timely

Convey customer needs to TMPI through SIMS input to accurately establish TM services based on the consult with the client

Work with client during the first thirty to forty-five days of a new solution setup to (1) ensure the customer is able to use TM services effectively, and (2) modify solutions implemented as the customer’s needs change (including validation of account setup/TM fees after services are implemented)

Complete pricing models in a timely fashion to avoid expired models resulting in a negative customer impact and fee refund

Collaborate with customers on branch proximity studies and recommend appropriate match scenario to customer locations / Regions’ branch network based on mileage and branch cashiering appetite (Access is limited to a few associates in this role based on licensing fees)

Update relationship team weekly through a thirty-minute meeting by providing customer updates, implementation barriers and any other outstanding items that could impact customer experience

Know features, benefits, pricing and implementation procedures for all TM services via training and resources provided

Fulfill other sales support duties as necessary to deliver results to our clients and partners

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 education or GED

Three (3) years prior banking, sales or sales support experience

Preferences

Bachelor’s Degree or Technical School Certification

Position TypeFull timeLocation Details17 Seventeen Building Suite 1100Location:Dallas, TexasEEO/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

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