- Supports the client sales experience by conducting client consultations and developing solutions
- Facilitates discussions and counsels and implements technical solutions with commercial clients
- Provides guidance and feedback on technology changes that require integration with Regions
- Creates customer recommendations for clients with the goal of assisting clients to gain operating efficiencies through the use of banking services
- Coordinates and facilitates discussions between internal departments, clients, and external vendors to ensure service functionality meets the clients' requirements
- Partners with the sales team to create project plans and identify system requirements
- May partner with the application development team and other technology partners to define business and functional requirements
Requirements
- Bachelor's degree in Finance, Business, Information Technology or a related field
- Seven (7) years of progressively responsible roles in Treasury Management, Commercial Banking or related banking experience
Core Competencies
Demonstrates expertise in client consultations and developing tailored banking solutions, with a strong focus on Treasury Management and Commercial Banking. Proven ability to coordinate between clients, internal departments, and external vendors to ensure optimal service functionality and operational efficiencies.
Highest-signal resume keywords
- Client Consultations
- Treasury Management
- Commercial Banking
- Project Planning
- Business Requirements Definition
ATS Optimization Keywords
Hard Skills
- Banking Services
- Technical Solutions Implementation
- Operating Efficiencies
- System Requirements Identification
- Functional Requirements Definition
Soft Skills
- Counseling
- Facilitation
- Guidance
- Collaboration
Industry Keywords
- Finance
- Business
- Information Technology
- Client Experience
- Service Functionality