Regions Bank

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

Wealth Management Business Enablement Partner

Relationship Banker I

Commercial Relationship Specialist

Bilingual Priority Banker – Flex Opportunity