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Regions Financial - Nashville, TN
posted 4 months ago
About the position
At Regions, the Contact Center Customer Relationship Specialist plays a crucial role in initiating transactions for the bank's products and services through direct calls and referrals from customer service and marketing leads. This position is designed for individuals who are focused on results and dedicated to providing quality service. The specialist will be responsible for opening and funding new accounts for customers via phone and internet channels, ensuring that each interaction meets the high standards set by Regions. Excellent customer service is paramount, and the specialist will provide answers to client questions while offering advice, guidance, and education on the full range of bank products and services available. The role requires achieving or exceeding monthly performance targets for quality assurance and efficiency. Specialists will utilize inbound and outbound telephone techniques to build and solidify client relationships, ensuring that all required documentation is completed to process customer transactions. Following through on customer inquiries, requests, or complaints is essential, and the specialist must resolve issues promptly. This position operates under close supervision or clearly defined procedures, making it suitable for those who thrive in structured environments. Additionally, this position requires tracking of time and is eligible for overtime hours worked in excess of 40 per week under the Fair Labor Standards Act. It is also incentive eligible, meaning that performance can lead to additional compensation. Registration with the Nationwide Mortgage Licensing System and Registry (NMLS) is required, and candidates should refer to the official site for more information.
Responsibilities
- Opens and funds new accounts for customers via phone and internet channels
- Provides excellent customer service and answers client questions within set standards
- Advises, guides, and educates customers on the full range of bank products and services
- Achieves or exceeds performance targets monthly for quality assurance and efficiency
- Utilizes inbound/outbound telephone techniques to solidify and build client relationships
- Completes all required documentation to process customer transactions
- Follows through on customer inquiries, requests, or complaints
- Resolves issues promptly
- Works with either close supervision or under clearly defined procedures
Requirements
- High School Diploma or GED
- One (1) year of experience in customer service/sales
Nice-to-haves
- Experience in a contact center environment
- Experience in banking and/or finance
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
