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Financial Relationship Consultant

Posted: 05/14/2021

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 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 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 https://fedregistry.nationwidelicensingsystem.org for more information.
    Requirements
  • High School Diploma or GED
  • Ability to work on Saturday as needed
    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
  • Ability to handle multiple priorities simultaneously
  • Strong communication and customer focus
    Position Type
    Full time
    Location Details
    Teal Rd
    Location:
    Lafayette, Indiana
    Bring Your Whole Self to Work  
       
    We have a passion for creating an inclusive environment that promotes and values diversity of race, color, national origin, religion, age, sexual orientation, gender identity, disability, veteran status, genetic information, sex, pregnancy, and many other primary and secondary dimensions that make each of us unique as individuals and provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work is the right thing to do.
       
    OFCCP Disclosure: Equal Opportunity Employer/Disabled/Veterans  

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