Regions Bank

Systems Engineer

• Conduct business process analysis, needs assessments and preliminary cost/benefits analysis
• Work with minimal supervision with a high attention to detail
• Formulates and defines specifications for moderately complex operating software programming applications
• Analyzes and evaluates existing or proposed systems and devises computer programs
• Prepares charts and diagrams to assist in problem analysis and submits recommendations for solution
• Prepares program specifications and diagrams and develops coding logic flowcharts
• Encodes, tests, debugs and installs the operating programs and procedures
• Reviews progress and evaluates results

Real Estate Capital Markets Business Systems Analyst – Agency Multifamily

Financial Planning and Analysis

• Provides operational support within the Investment Services division to advisors, clients, and internal partners
• Collects, logs, and ensures filing accuracy of Financial Advisor account transaction packages on a monthly basis
• Acts as a resource to Financial Advisors, coordinating support and coaching for ad hoc requests and questions in platforms such as Marketing Central, Bridge, Portfolio Access, DocuSign, etc.
• Pulls routine and ad hoc reports such as performance and production reports
• Facilitates marketing campaigns by compiling new and relevant content in Marketing Central at the direction of Financial Advisors
• Partners with AIE to host team training seminars, virtual meetings, and operational best practices classes as needed
• Participates in semi-annual audits of Financial Advisors’ Book of Business to ensure both internal and external compliance guidelines are met
• Participates in annual branch audits by compiling State, Federal, and Cetera Audit requirements as well as running audit demonstration classes to prepare Financial Advisors
• Updates and reviews operational task procedures approved by compliance

RIS Investment Operations Specialist

Mortgage Loan Officer

• Completes mortgage applications for submission to the loan processing and underwriting departments
• Evaluates loan requests, analyzes financial data, and determines qualification of collateral and customer credit history
• Maintains contact with loan customer, communicating progress of loan and obtaining any required documentation
• Structures loan to comply with acceptable lending practices and Federal regulations
• Establishes detailed marketing/business plan including names of potential and existing loan customers, realtors, builders, developers, etc. and frequency of contact
• Answers customer calls and walk-in customers to discuss various loan products and qualification information
• Makes sales calls on potential or existing customers as established in Regions marketing plan to develop new business or retain existing business
• Cross-sells other bank products and services
• Reads surveys and appraisals, and takes necessary steps to correct encroachments and violations
• May participate in networking through professional, business and community organizations and activities to promote and market loan products

Risk

• Leads the development of and the conduction of compliance reviews and provides oversight of legal entities, business units, and processes
• Maintains documentation and reports to management regarding compliance and potential issues
• Provides requested information to regulatory agencies and monitors compliance with applicable laws and regulations
• Serves as senior subject-matter expert in providing guidance to first line, second line, and enterprise support units on the effective execution of operational risk management framework including risk and control self-assessments, new initiative risk assessments, operational risk/loss events, scenario analysis, emerging risk identification, and front line risk assessments
• Manages several compliance processes, comparing current process with identified process and policy
• Reports to management and provides recommendations for error prevention
• Leads the monitoring, evaluation, remediation of operations risk/loss events including root cause analysis and process improvement recommendations
• Analyzes new business initiatives and projects and manages risk-related changes
• Coordinates business continuity plans and conducts annual training and business impact analysis testing
• Conducts quality control audits, working with business line operations departments
• Serves as liaison to internal and external auditors and Regions Data Foundation
• Works with business unit to understand business, drivers, concerns, future plans, and offer support to mitigate risk
• Conducts presentations and workshop sessions on risk identification and mitigation
• Ensures continuous improvement in operating procedures to avoid risks
• Ensures compliance with vendor risk management policy and regulations, reviewing and analyzing contracts, agreements, and statements of work
• May maintain business unit Responsible, Accountable, Consulted, and Informed (RACI) chart

Digital Risk & Controls Leader

Manager

• Provides thorough reviews of environmental data supplied in connection with loan transactions and property management
• Provides guidance to other departments on specific transactions and environmental compliance costs
• Certifies extent of known environmental liability for bank reporting purposes
• Approves credits of non-R/E secured transactions in high risk industries
• Manages costs attributable to loan loss and excessive environmental consulting costs
• Develops critical reviews of qualifications of environmental consultants
• Conducts training sessions for all areas of the bank affected by environmental issues
• Serves as Vendor Relationship Owner (VRO) for the environmental risk function
• Collaborates with senior management in developing auditing procedures

Environmental Review Manager

Affiliate Manager

• Leads the translation of advisor business development practices, including prospecting, onboarding, relationship management, referral management, growth, and servicing, into scalable Customer Relationship Management (CRM) enabled workflows
• Partners with advisors, field leaders, product owners, and technology teams to define workflow needs, clarify business requirements, and improve the advisor experience
• Identifies workflow friction, redundant processes, and adoption barriers; recommends practical solutions to simplify advisor routines and improve execution
• Develops workflow standards and guardrails to promote consistency while allowing flexibility for advisor judgement and client-specific needs
• Supports Salesforce adoption by embedding workflows into daily advisor routines through clear processes, in-platform guidance, onboarding support, and feedback loops
• Analyzes adoption metrics, advisor feedback, and usage patterns to identify gaps, measure effectiveness, and recommend improvements
• Serves as a field-facing business partner to inform Salesforce roadmap priorities, workflow design, enhancement opportunities, and adoption strategies
• Helps align sales technology tools, including Salesforce, financial planning platforms, and analytics tools, into a more cohesive advisor experience
• Establishes mechanisms to capture field intelligence through advisory councils, workflow observation, and structured feedback channels
• Maintains governance standards for workflow design, documentation, and implementation to prevent process fragmentation and technical debt

Wealth Management Business Enablement Partner

Banker

• Provides a consistent optimal customer experience on the cash line while handling customers’ transactional needs, such as deposits, withdrawals, payments, and other typical teller transactions
• Answers customer inquiries regarding products and services and fulfills basic servicing requests, such as new/replacement cards, information changes, PIN reset requests, reordering checks, and basic problem resolution
• Develops relationships with customers, remaining well-informed about the customer’s relationship with the bank
• Educates customers on standard consumer products and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier
• Assists branch and fellow team members with basic tasks to aid in customer problem resolution
• Refers customers to an internal team of experts when more complex financial goals and needs are recognized
• Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks
• Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions’ solutions
• May conduct outbound phone calls using generated customer and prospect lead lists to educate customers on emerging technology and assist with meeting their financial needs

Relationship Banker I

General

• Assists Relationship Manager(s) by performing daily support activities related to client relationships
• Acts as point of contact for Commercial Banking clients for all servicing requests related to client relationship
• Attends weekly scheduled meetings with Relationship Manager(s) to discuss workflow items such as renewals, new pipeline items, servicing requests, past due reports, etc.
• Provides reports for Relationship Manager(s) such as 360 Report, Weekly Sales Report, OneView Pipeline Report, Maturities, Past Due and Exception Reporting
• Facilitates and manages credit application workflow as it applies to the appropriate credit channel including collecting financial information from client, submitting facility application and managing loan workflow to closing
• Manages post-closing requirements including tickler requirements and exception citing's
• Manages Relationship Manager(s) loan maturity pipeline, ensuring that renewals are approved and closed in a timely manner
• Acts as a liaison between Credit Products and the Commercial Team with both underwriting and loan fulfillment processes and procedures and manages due diligence collection from clients
• Assists Relationship Manager(s) with sales support functions to include marketing requests, client and prospect presentations and building prospect information files
• Opens new deposit products for clients
• Works closely with Treasury Management team to onboard new Treasury Management clients and provide guidance to clients for servicing
• Maintains consistent data integrity for relationship team’s client accounts within all source systems
• Maintains OneView administrative data to include updating client contact information, merging client records, managing pipeline reports for renewals and creating prospect/centers of influence (COIs) records
• Manages data organization within Relationship Grouping Application (RGA) to ensure client records are properly grouped for accurate 360 reporting
• Provides support for clients in specialized business segments such as GIB, SBA, and AG within Commercial Banking
• Supports Relationship Manager(s) with miscellaneous administrative tasks as assigned

Commercial Relationship Specialist

Bilingual

• Achieves Contact Center targets and goals by identifying customer needs and providing appropriate advice, guidance, and education on Regions’ financial products and services
• Achieves required levels of inbound/outbound phone calls from the top 10% of Regions customer base
• Educates and advises customers on products and services, including all loan and deposit types
• Takes ownership of customer issues and works proactively with the customer for resolution
• Refers customers to an internal team of experts when complex financial goals and needs are recognized
• Completes work with a limited degree of supervision

Bilingual Priority Banker – Flex Opportunity

Account Manager

• Identifies and pursues new leads, prospects, or clients through various means such as cold calling and referrals to achieve specified production goals
• Conducts phone meetings with potential clients to discuss products or services, make proposal presentations, and demonstrate how offerings meet their needs
• Communicates information regarding company products, services, and policies/procedures to new and existing clients
• Negotiates terms and agreements to finalize sales and secure deals
• Possesses and maintains thorough knowledge of company product information
• Stays updated on industry trends, competitor activities, and market conditions to adapt sales strategies accordingly and identify new opportunities
• Ensures that all required client paperwork is complete, accurate, and submitted on time
• Strives to provide exceptional customer experience
• Meets monthly quota goals on a consistent basis
• Develops new business and maintains existing business relationships
• Prepares and presents point of view around a customized client solution to a diverse customer base in a competitive landscape
• Prepares quotes and negotiates terms when appropriate
• Maintains understanding of all product offerings and effectively communicates the benefits of these products to customers

Sales Account Manager

• Operates in a direct, client-facing position to identify and pursue new leads, prospects, or clients through various means such as cold calling, networking, and attending industry trade show events to achieve specified production goals
• Develops and deepens client relationships through business activities, primarily through off-site, in-person meetings with clients, prospects and leads
• Conducts frequent in-person meetings with potential clients to discuss products or services, make proposal presentations, and demonstrate how offerings meet their needs
• Cultivates relationships with existing clients to understand their needs, address concerns, and cross-sell additional products
• Maintains understanding of all product offerings and effectively communicates the benefits of these products to customers
• Communicates information regarding company products, services, and policies/procedures to new and existing clients
• Negotiates terms and agreements to finalize sales and secure deals
• Possesses and maintains thorough knowledge of company product information
• Stays updated on industry trends, competitor activities, and market conditions to adapt sales strategies accordingly and identify new opportunities
• Ensures that all required client paperwork is complete, accurate, and submitted on time
• Meets monthly sales goals on a consistent basis
• Develops new business and maintains existing business relationships
• Provides timely and accurate sales reporting as required
• Routinely attends business/trade events as requested by management
• Attends company sales meetings

Vendor Sales Account Manager

• Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions’ solutions
• Conducts outbound phone calls using generated customer and prospect lead lists to expand existing customer relationships and acquire new ones
• Educates and advises customers on Regions’ Consumer and Business products and services, including all loan and deposit types
• Educates customers on emerging technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier
• Provides a consistent optimal customer experience, which may consist of sharing responsibility for greeting customers and processing transactions to ensure customers bank when, where, and how they choose
• Owns and resolves customer issues
• Refers customers to an internal team of experts when complex financial goals and needs are recognized
• Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks

Relationship Banker II, North MS Market

Compliance

• Monitors legal entity and business unit activity to ensure compliance with laws, regulations, and internal procedures
• May also prepare and review compliance reports for management
• May provide guidance and direction to less experienced analysts

Capital Markets Compliance Analyst – Municipal Securities

DevOps Engineer

• Assists with releasing candidate CI/CD pipelines as a mechanism to communicate the states and steps necessary to determine a release candidate for each application and service
• Designs and develops fully autonomous CI/CD pipelines which facilitate cloud deployments which includes automation of all infrastructure, services and application build and deployment
• Ensures that all parts of the pipeline follow good software engineering practices to include automated tests and infrastructure tests
• Builds tools which reduce errors and improve our overall customer experiences
• Assists in troubleshooting of production issues and ensure pipeline and infrastructure produces clear documentation and metrics which enables Root Cause Analysis
• Develops and tests – Ansible Playbooks, Terraform Scripts, Packer Scripts and establish immutable infrastructure such that patches are an artifact of the past
• Works with Enterprise Architecture, Information Security (InfoSec), Software Delivery, and Quality Assurance to enable the organization to move to the cloud using complete automation
• Ensures compliance with risk management programs, rules and regulations, and cybersecurity practices; identifies opportunities for and supports process improvements; applies disciplined change management practices

Cloud DevSecOps Engineer

Implementation Specialist

• Performs administration duties for the Identity and Authentication platforms
• Develops and maintains detailed technical documentation related to the Customer Authentication and Identity platforms including on-premise and cloud-based deployments
• Serves as support for architecture, support, engineering, and application development issues related to Customer Authentication and Identity
• Analyzes, troubleshoots, and develops third-party integrations for related authentication and identity tools
• Assists with establishes plans and protocols to protect data and information systems against unauthorized access, modification, and/or destruction
• Assists with compiling technical reports on daily activities
• Analyzes and advises on new authentication technologies and program conformance
• Maintains knowledge of current and emerging technologies and advancements associated with Omni-channel and Digital Authentication and Identity offerings including Cyber Crime related activities
• Analyzes security scenarios and provides data-driven solutions and recommendations to management
• Ensures compliance with risk management programs, rules and regulations, and cybersecurity practices; identifies opportunities for and supports process improvements; applies disciplined change management practices