Provides sales support for Treasury Management Relationship Managers and clients at Regions. Responsible for client onboarding, account preparation, and ensuring successful service delivery.
Responsibilities
Provides sales support to Treasury Management Relationship Managers and their clients
Prepares account structures and pricing proformas
Participates in the production of presentation decks
Completes client research for Treasury Management proposals
Ensures implementation errors are minimal
Manages new client onboarding experience
Serves as primary escalation point for client support
Ensures reporting is accurate and timely
Collaborates with relationship managers to support sales activities
May handle additional administrative tasks
Requirements
High School Diploma or GED
Three years prior banking, sales or sales support experience
Bachelor’s degree (preferred)
Bilingual (preferred)
Understanding of Working Capital
Benefits
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
Job title
Treasury Management Relationship Support Specialist
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