Treasury Management Relationship Support Specialist
Listed on 2026-01-24
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Business
Financial Analyst, Business Development, Business Administration
Treasury Management Relationship Support Specialist
Join to apply for the Treasury Management Relationship Support Specialist role at Regions Bank
Thank you for your interest in a career 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.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law.
Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
At Regions, the Treasury Management Relationship Support Specialist provides sales support to Treasury Management Relationship Managers and their clients to identify, develop, and deliver quality solutions to aid the client in their day-to-day business needs.
Primary Responsibilities- Partners with Treasury Management Relationship Managers to prepare for and execute on Sales activities. This includes but is not limited to:
- Preparing account structures
- Building pricing proformas for prospects and existing clients
- Participating in the production of presentation decks
- Completing client research to include proximity suitability to branches and other information that may aid in the overall success of the Treasury Management proposal
- Researching product information in response to client inquiries by partnering with members of the TM Product team
- Ensuring implementation errors are below the required percentage
- Adhering to the stated Service Level Agreement
- Manages new client onboarding experience which includes requesting documentation execution, implementation request submission, training confirmation and client satisfaction
- Serves as primary escalation point for client support when first level support does not meet client needs
- Ensures reporting is complete, timely and accurate
- Collaborates with both Commercial and Treasury Management Relationship Managers to keep all parties involved and engaged in support of sales activities
- May be responsible for additional administrative tasks to aid in sales support of Treasury Management Relationship Manager
This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.
Requirements- High School Diploma or GED
- Three years prior banking, sales or sales support experience
- Bachelor’s degree
- Bilingual
- Understanding of Working Capital
- Ability to partner with various internal partners across the organization
- Ability to research, analyze data and derive facts
- Demonstrated ability to prioritize and track assignments
- Proficiency in Microsoft Office (Word, Excel, PowerPoint)
- Strong presentation skills
- Strong verbal and written communication
- Strong work ethic and self-motivation
Full time
Compensation DetailsPay ranges are job specific and are provided as a point‑of‑market reference for compensation decisions. Pay will vary based on experience, skills, knowledge, and performance in the job role. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and the level of the position.
Minimum $53,025.00 USD
Median $66,801.00 USD
Incentive Pay Plans This job is not incentive eligible.
- 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
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please visit Regions Benefits.
Location DetailsGreenway Plaza – Houston, Texas
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher‑volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
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