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Home Builder Finance Client Service Associate/ Banking Assistant

Assist Relationship Managers in developing cross-selling opportunities and client engagement
Atlanta
Junior
$46,750 – 57,270 USD / year
2 days ago
Regions Financial

Regions Financial

A financial institution offering a variety of banking, wealth management, and insurance services across the Southern and Midwestern United States.

13 Similar Jobs at Regions Financial

Home Builder Finance Banking Assistant

At Regions, the Home Builder Finance Banking Assistant provides general administrative support to Relationship Managers, relieving them of administrative detail.

Primary Responsibilities

  • Handle and respond to customer informational requests and keep respective Relationship Managers informed when appropriate
  • Prepare and process documents, such as new accounts, fund transfers, etc.
  • Complete account and product documentation along with maintaining customer account records
  • May perform basic service transactions such as address changes, check orders, issue/activate ATM cards, accept loan payments, give account balances, and perform stop payments
  • Offer assistance to clients who call for or drop by to see their Relationship Manager
  • Assist department and Relationship Managers in development of cross-selling and other sales activities and opportunities

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.

Requirements

  • High School Diploma or GED
  • Three (3) years general banking experience

Preferences

  • College degree

Skills and Competencies

  • Ability to communicate effectively with team members and management while understanding confidentiality to sensitive information
  • Ability to develop and maintain effective working relationships with internal and external partners
  • Demonstrated ability to independently identify goals; prioritize tasks and execute tasks to meet deadlines
  • Demonstrated ability to manage multiple priorities in changing, fast-paced environment
  • Demonstrated administrative experience, time management and troubleshooting skills
  • Exceptional customer service skills, over the phone and in person, with our customers and internal departments
  • Proficient in MS Office
  • Proactively seeks opportunities to execute tasks effectively; without direct supervision
  • Proven experience working independently with minimal supervision
  • Strong organization skills and able to think analytically

Role will be in office 4 days per week Monday-Thursday and every Friday will be remote.

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.

Job Range Target:

Minimum: $46,750.00 USD

Median: $57,270.00 USD

Incentive Pay Plans: This job is not incentive eligible.

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.

Location Details

Location:

Atlanta, Georgia

Equal Opportunity Employer/including Disabled/Veterans

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Home Builder Finance Client Service Associate/ Banking Assistant
Atlanta
$46,750 – 57,270 USD / year
Support
About Regions Financial
A financial institution offering a variety of banking, wealth management, and insurance services across the Southern and Midwestern United States.