Guided Solutions Phone Banker Specialist

1 month ago


Dallas, Texas, United States Regions Full time

Thank you for your interest in a career at Regions. 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.

At Regions, the Contact Center Product and Servicing Specialist helps strengthen existing customer relationships by conducting needs-based conversations on a variety of financial products and services.

Primary Responsibilities

  • Achieves Contact Center targets and goals by identifying customer needs and providing appropriate advice, guidance, and education on Regions' financial products and services, including all loan and deposit products
  • Fields inbound phone calls from Regions' customers with a high potential to pursue further transactions
  • 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
  • Works with either close supervision or under clearly defined procedures

This position requires the tracking of time and is eligible for overtime hours worked in excess of 40 per week under the Fair Labor Standards Act.

This position is incentive eligible.

Requirements

  • High School Diploma or GED

If applying for a position that will work from a remote location and not in a Regions facility, the following technical specifications will be required:

  • Download speed of at least 50 megabits per second (Mbps). The Internet Service Provider (ISP) should be able to furnish this information
  • Upload speed of at least 5 megabits per second (Mbps). The Internet Service Provider (ISP) should be able to furnish this information
  • Must test on to confirm download speed or provide documentation from provider
  • Satellite internet cannot be used. Wi-Fi and Wi-Fi extenders is not permitted when using Regions Equipment. Ethernet cable must be directly connected from the Internet Router to the Meraki device (provided by Regions).

Preferences

  • Experience in customer service and/or sales

Skills and Competencies

  • Ability to manage multiple priorities simultaneously
  • Ability to work in a team environment when applicable
  • Ability to work under direct guidance
  • Ability to work under pressure and meet deadlines
  • Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)
  • Strong verbal, written communication, and organizational skills
  • Strong work ethic and self-motivation

Training schedule:

Monday-Friday 8:00am-5:00pm CST (7 weeks)

After Training Work Schedule:
Monday-Friday 10am-7pm CST
Saturday rotation (2 out of 5)- off day of Tuesday, Wednesday or Thursday when scheduled on Saturday. Off day will be determined based on contact center availability. There will be no changes to the scheduled hours.

**Must be within 50 mile radius of Dallas, Texas

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:

$38,325.00 USD

50th Percentile:

$42,000.00 USD

Incentive Pay Plans:

This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Location:Dallas, Texas

Bring Your Whole Self to Work

We have a passion for creating an inclusive environment that promotes and values the differences that make each of us stand out as unique individuals and help provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work and thrive is the right thing to do.

OFCCP Disclosure: Equal Opportunity Employer/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.



  • Dallas, Texas, United States Regions Full time

    Thank you for your interest in a career at Regions. 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,...

  • Universal Banker

    2 days ago


    Dallas, Texas, United States Truist Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Universal Banker to join our team at Truist. As a Universal Banker, you will be responsible for providing exceptional client service, handling client transactions, and promoting financial products and services.Key ResponsibilitiesProvide timely and efficient completion of client transactions,...

  • Data Solutions Specialist

    40 minutes ago


    Dallas, Texas, United States Infinite Computer Solutions Inc Full time

    Job DescriptionWe are seeking a highly skilled Data Solutions Specialist to join our team at Infinite Computer Solutions Inc.Key ResponsibilitiesImplement workload automation to eliminate manual processes and improve data quality.Ensure documentation of existing processes is current and appropriate for the maintenance and operation of complex...


  • Dallas, Texas, United States Move Concierge Full time

    About Us:Since our inception, we have been recognized as one of the Top 100 Places To Work, as noted by the Dallas Morning News. Our dynamic environment fosters a culture that honors our team, promotes continuous growth, and is dedicated to transforming customer experiences. Your Role:We are in search of a Sales Solutions Specialist who excels in guiding...


  • Dallas, Texas, United States PEAK Technologies Full time

    For over 35 years, Peak Technologies has been a leader in delivering comprehensive enterprise mobility, managed services, printing, and mobile data capture solutions tailored for performance-driven organizations that prioritize the enhancement of supply chain and field-based business processes. As a Service Solutions Specialist, you will be responsible for...


  • Dallas, Texas, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled and customer-focused individual to join our team as a Bilingual Personal Banker. As a key member of our Retail Branch Banking Network, you will play a critical role in strengthening customer relationships and driving sales growth.Key ResponsibilitiesCustomer Acquisition and Retention:...


  • Dallas, Texas, United States 2020 Companies Full time

    Job Type:RegularWork Location:Remote - TX - DallasOverview:2020 Companies is now hiring a Solutions Specialist for our Innovation Solutions team The Innovation Solutions Specialist role will play a critical role in supporting the Director of Innovation by working directly with clients and internal stakeholders to define problem statements, gather...


  • Dallas, Texas, United States Metro City Bank Full time

    Position Title: Universal Banker I Reporting To: Branch Manager FLSA Classification: Non-exempt Overview: The Universal Banker I is responsible for delivering exceptional service to branch clientele, facilitating transactions, assisting with account openings, updating customer information, and addressing inquiries as necessary. Key Responsibilities: Foster...


  • Dallas, Texas, United States Metro City Bank Full time

    Position Title: Universal Banker I Reports To: Branch Manager FLSA Status: Non-exempt Overview: The Universal Banker I plays a vital role in delivering exceptional service to our branch clientele. This position encompasses a variety of responsibilities including processing teller transactions, assisting with account openings, updating customer information,...


  • Dallas, Texas, United States Desert IT Solutions Full time

    Job SummaryDesert IT Solutions is seeking a highly skilled and experienced IT Support Specialist to join our team. As an IT Support Specialist, you will be responsible for providing technical support and assistance to our clients and internal teams.Key ResponsibilitiesTechnical Support: Provide technical support and assistance to clients and internal teams...

  • Personal Banker

    2 hours ago


    Dallas, Texas, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a skilled Personal Banker to join our team. As a key member of our Retail Branch Banking Network, you will play a critical role in strengthening customer relationships and driving sales growth.Key ResponsibilitiesCustomer Acquisition and Retention: Acquire and deepen the branch customer base through...


  • Dallas, Texas, United States Metro City Bank Full time

    Position Title: Universal Banker I Reporting To: Branch Manager FLSA Classification: Non-exempt Overview: As a Universal Banker I, you will deliver essential services to our branch clientele, including processing teller transactions, assisting with account openings, updating customer information, and addressing inquiries as required. Key Responsibilities:...


  • Dallas, Texas, United States United Texas Bank Full time

    United Texas Bank, a prominent financial institution in Texas, is dedicated to delivering innovative and personalized banking solutions to empower our clients in achieving their financial aspirations. Our success is rooted in our commitment to understanding and responding to our clients' needs with professionalism and care. Position Summary: We are in search...


  • Dallas, Texas, United States Luminous Personnel Full time

    Job OverviewWe are looking for a dedicated Client Solutions Specialist to become a vital part of our organization. In this role, you will address customer inquiries and provide effective solutions to enhance our company's revenue.Key Responsibilities:Promote and sell our products and services to both new and existing clientsIdentify and engage potential...


  • Dallas, Texas, United States Knight Office Solutions Inc Full time

    About UsKnight Office Solutions (KOS) is a leading provider of innovative technology solutions, representing top brands in the industry. Our mission is to empower our customers to achieve their goals by delivering exceptional service, expertise, and tailored solutions.The RoleWe are seeking a highly motivated and results-driven Sales Growth Specialist to...


  • Dallas, Texas, United States Kirby-Smith Machinery, Inc. - Dallas, TX Full time

    About UsKirby-Smith Machinery, Inc. is a prominent distributor of heavy machinery and cranes throughout the central United States. We are committed to leading the charge in the construction industry's expansion and are actively seeking skilled, motivated professionals to join our #WeAre1KirbySmith team.Benefits of the Technology Solutions Specialist...


  • Dallas, Texas, United States Further Enterprise Solutions Full time

    Technical Solutions SpecialistLocation: RemoteExpected duration: 6 monthsOverview:The Technical Solutions Specialist acts as the primary expert on product offerings throughout their lifecycle. This role involves providing technical insights to clients regarding the product's advantages and features.Key Responsibilities:Illustrate the benefits of product...


  • Dallas, Texas, United States QLM, Skilled Staffing Solutions Full time

    Job Title: Plumbing Systems SpecialistQLM, Skilled Staffing Solutions is a distinguished staffing agency dedicated to linking proficient tradespeople with leading employers. We prioritize maintaining exceptional standards of quality, safety, and professional development. Currently, we are seeking talented Plumbing Systems Specialists to enhance our team.As a...


  • Dallas, Texas, United States Tax Relief Helpers Full time

    Job OverviewAt Tax Relief Helpers, we pride ourselves on being a leading team of tax professionals, boasting over 75 years of combined expertise. Our core mission is to ease the burden associated with tax challenges, guided by our principles of efficiency, determination, empathy, reliability, and transparency. We provide extensive tax resolution services for...


  • Dallas, Texas, United States Envision Technology Solutions Full time

    Job OverviewPosition Title: Salesforce CPQ Solutions AnalystCompany: Envision Technology SolutionsEmployment Type: Full-TimeWork Arrangement: On-SiteRole Summary:The Salesforce CPQ Solutions Analyst will play a crucial role in collaborating with clients and stakeholders to identify and articulate business needs. This position involves crafting user stories...