Senior Director, Client Services – Experiential
Wasserman
Finance Client Service Associate
Regions Bank
full-time
Posted on:
Location Type: Hybrid
Location: Atlanta • Alabama, North Carolina • 🇺🇸 United States
Visit company websiteSalary
💰 $46,750 - $57,270 per year
Job Level
JuniorMid-Level
About the role
- 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
Requirements
- High School Diploma or GED
- Three (3) years general banking experience
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
customer servicecommunicationrelationship managementcross-sellingsales assistance
Certifications
High School DiplomaGED