Regions Bank Financial Relationship Specialist ( Mockingbird ) in Dallas, Texas
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.
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At Regions our mission is to make life better for our customers and communities. The purpose of this role is to create meaningful personal connections with customers, identify ways for Regions to meet customer needs, and assist in resolving end to end customer situations. This role improves the financial wellness of our customers.
The successful candidate should be ambitious and adaptable with a desire to educate customers on the ability to bank when, where, and how they want. This requires an individual with clear and transparent communication who is motivated by a fast paced and energetic environment.
Provides a consistent optimal customer experience, primarily handling customers’ transactional needs
Answers customer inquiries regarding products and services, fulfills basic servicing requests, and opens basic Consumer products such as checking and savings accounts
Works to create and establish relationships with customers, remaining well-informed about the customer’s relationship with the bank
Educates customers on standard consumer products, emerging bank technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier
Assists branch and fellow team members with achieving goals by assisting with basic tasks to aid in customer problem resolution
Refers customers to an internal team of experts when more complex financial goals and needs are recognized
Achieves required levels of outbound phone calls using generated customer and prospect lead lists to educate customers on emerging technology and assist with meeting their financial needs
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 under the non-exempt FLSA classification for hours worked in excess of 40 per week.
This position is incentive eligible.
- High school diploma or GED
Skills & Qualifications
Ability to assist customers with digital banking offerings
Strong customer focus
Ability to handle multiple priorities simultaneously
At 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
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.