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 in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. 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 Manager Associate (TMRM Associate) partners with Treasury Management Relationship Managers (TMRMs) in preparing for prospect and key client engagements. The TMRM Associate role is critical in driving successful client interactions by providing strategic research, financial analysis, and proposals. This position will also collaborate between TMRMs, Commercial Relationship Managers and product teams to prepare and participate in client and prospect meetings.
Primary Responsibilities
Conducts industry, client-specific research, and competitor bank information for sales strategies and meeting preparation
Develops customized pricing proformas for prospect proposals
Creates compelling pitch books and presentation materials tailored to client and prospect needs
Collaborates with TMRMs and Commercial Relationship Managers to plan and coordinate client meetings, including agenda development and briefing materials
Conducts research and develop information for Portfolio Development Meetings
Completes client relationship reviews, including account schematics and relationship mapping
Prepares working capital presentations to identify opportunities to optimize cash flow and improve financial efficiency
Responds to ad hoc requests from TMRMs, including data analysis, reporting, and presentation materials
Maintains and leverages product knowledge of Treasury Management (TM) solutions to identify client needs and how to position appropriate TM solutions during the sales process
Uses data mining applications to identify TM opportunities within the client portfolios
Works closely with key partners to develop and present revenue-generating strategies to clients and prospects.
Participates in client and prospect calls to present strategic working capital data to obtain new business
This position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay.
Requirements
Bachelor’s degree in related field
Or High School Diploma or GED and two (2) years in Treasury Services Sales or related experience
Preferences
1 year banking experience, preferably in Treasury Management or Business/Commercial Banking
Bilingual
Skills and Competencies
Ability to manage multiple priorities and meet tight deadlines
Advanced user of Microsoft Office Suite, especially Excel and PowerPoint
Organized and detail oriented
Relationship and partnership orientation
Strategic thinking/problem solving
Strong verbal and written communication ability
Position Type Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum: $57,380.95 USD
Median: $75,520.00 USD
Incentive Pay Plans: This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.
https://www.regions.com/about-regions/welcome-portal/benefits
Location Details Regions Center
Location: Birmingham, Alabama
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
