Financial Relationship Consultant

Read Time 1 Minutes

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.

This position offers an exciting opportunity for candidates with retail or sales experience that are interested in beginning a career with opportunities for growth, development and upward mobility.

Description:

As a Financial Relationship Consultant, you will be responsible for meeting with customers and prospects both in person and on the phone to determine their banking and financial solutions goals and needs, and meet those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals.

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 using generated customer and prospect lead lists and prior customer conversations
– Educates and advises customers on Regions Consumer and Business products and services, including all loan and deposit types
– Provides a consistent optimal customer experience, including handling customer’s transactional needs. This may include sharing responsibility for greeting customers and processing basic transactions to ensure customers bank when, where, and how they want
– Ownership and resolution of customer issues
– Refers customers to an internal team of experts when complex financial goals and needs are recognized
– Ensures safe and sound banking practices including adherence to all applicable laws and regulations

This position is incentive eligible.

Benefits:

Benefits are a valuable part of the rewards of working at Regions.
Expect great benefits: health coverage options including medical, dental, vision, flexible spending and health savings accounts, paid vacation and sick time and bank holidays, tuition reimbursement, a 401(k) plan + match and much more.

Summer 2021 Internship, Inside Sales

Read Time 2 Minutes

Want to work at the forefront of a fast-growing and award winning fintech company? With an incredible team and partners looking for innovative results, we’ve doubled in size our first year and doubled the asset classes we serve in our second. As a cloud-based company, we transitioned seamlessly into a socially-distanced workforce in recent months, and with a pace that hasn’t slowed, we’re still hiring and are currently on the lookout for smart and collaborative talent to join our remotely connected team.

Job Description

SIMON is looking for rising juniors, rising seniors, and Master’s students specializing in business to join our Summer 2021 Internship in Birmingham which is a 10-week full-time program beginning June 7, 2021 and ending August 13, 2021.

As an intern with our distribution team, you will work side-by-side with our team responsible for raising awareness of our platform working as a day-to-day contact for our retail financial advisor networks as well as ensuring all users are engaged and receive best-in-class service.  Exact responsibilities will vary upon project, but you can expect to collaborate with our business development, marketing, and engineering teams to gain valuable business and leadership skills.

Ideal candidates understand this is a unique opportunity to help scale our fast-growing start-up venture and will possess a high level of attention to detail and organization, ability to learn multiple technology and financial systems, and the willingness to work in a dynamic, fast-paced entrepreneurial environment understanding the role will consistently evolve and expand.

Preferred Qualifications

  • Rising Junior, Rising Senior, or Master’s Student
  • Strong analytical skills
  • Focused attention to detail
  • Strong written and verbal communication skills
  • Excellent organizational/multi-tasking skills
  • Proficiency in Microsoft Office
  • Ability to successfully operate in a team-centric, deadline driven environment

We offer a competitive salary, the chance to work with a curated team of top-notch, highly creative talent, and a fun and agile work environment with many perks in heart of Birmingham, AL.

Meet SIMON

SIMON Markets is a fast-growing and award-winning FinTech company, on the lookout for smart, collaborative talent to join our team.

Originally founded within Goldman Sachs, SIMON Markets spun-out in December 2018 under the shared ownership and direction of seven leading financial institutions. Our team works to build transparency around complex, risk-managed financial products by way of a single, modern platform. Our platform provides financial advisors with access to multi-issuer solutions, a depth of educational tools, and advanced post-trade analysis that hasn’t before been possible.

By combining state-of-the art technology with the leadership of niche industry experts and an agile start-up mentality, SIMON is well-positioned to reshape our industry. We are leading the way in a space we helped create, we are passionate about pushing boundaries, and we are growing like crazy.