Regions Bank Financial Services Specialist ( The Woodlands ) in The Woodlands, 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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Job Description:

Regions is looking for candidates committed to helping customers reach their financial goals by understanding and meeting customer needs. You will meet with customers and prospects both in person and on the phone to determine their banking and financial goals and needs, and meet those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals.

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 with strong interpersonal skills, clear and transparent communication, and the ability to work in a fast paced environment.

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 and customer conversations based on the branch’s need to acquire new customer relationships and to expand existing customer relationships

  • Provides a consistent optimal customer experience, including assisting with customer transactional needs. This may include shared responsibility for greeting customers and processing non cash transactions to ensure that our customers bank when, where and how they want

  • Takes ownership and resolution of customer issues

  • Refers customers to an internal team of experts when additional 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 under the non-exempt FLSA classification for hours worked in excess of 40 per week.

This position is incentive eligible.

This position requires registration with the national Mortgage Licensing System and Registry (NMLS). Please refer to (http://mortgage.nationwidelicensing.org) for more information.

Requirements

  • High school diploma or GED

  • Expected to obtain an insurance license within 12 months and maintain continuing education for licensing education

  • Successfully pass the Platform assessment

Preferences

  • Prior experience in roles identifying customer needs to expand relationships while offering outstanding service quality

Location:

The Woodlands, Texas

EEO/AA/Minorities/Females/Disabled/Veterans

About Regions

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

  • Reach higher

  • Enjoy life

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.

EEO/AA/Minorities/Females/Disabled/Veterans