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Home Builder Finance Client Service Associate

Provide administrative support to Relationship Managers and help cross-sell financial products to clients
Atlanta
Mid-Level
$56,055 – 70,652 USD / year
21 hours agoBe an early applicant
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Home Builder Finance Banking Assistant

At Regions, the Home Builder Finance Banking Assistant provides general administrative support to Relationship Managers relieving them of administrative detail.

Primary Responsibilities

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

This position requires the tracking of time and is eligible for overtime under the non-exempt FLSA classification for hours worked in excess of 40 per week.

Requirements

High School Diploma or GED

4 years general banking experience

Preferences

College degree

Skills and Competencies

Ability to communicate effectively with team members and management while understanding confidentiality to sensitive information

Ability to develop and maintain effective working relationships with internal and external partners

Demonstrated ability to independently identify goals; prioritize tasks and execute tasks to meet deadlines

Demonstrated ability to manage multiple priorities in changing, fast-paced environment

Demonstrated administrative experience, time management and troubleshooting skills

Exceptional customer service skills, over the phone and in person, with our customers and internal departments

Proficient in MS Office

Proactively seeks opportunities to execute tasks effectively; without direct supervision

Proven experience working independently with minimal supervision

Strong organization skills and able to think analytically

Position Type

Full time

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target:

Minimum: $56,055.00 USD

Median: $70,651.50 USD

Incentive Pay Plans:

This job is not incentive eligible.

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

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.

Location Details

Greenway Plaza

Location: Houston, Texas

Equal Opportunity Employer/including Disabled/Veterans

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Home Builder Finance Client Service Associate
Atlanta
$56,055 – 70,652 USD / year
Customer Success
About USA Jobs
Provides a centralized online platform for searching and applying to employment opportunities across the United States.