regions financial relationship consultant interview

This role. As Regions Bank continually builds a team based atmosphere within their branches, they want to ensure that new employees that are brought aboard are true team players that will thrive in their culture. Regions Financial Financial Relationship Consultant Review It was a great place to work until John Turner came in Financial Relationship Consultant (Former Employee) - Saint Charles, MO - June 30, 2022 Regions used to have fantastic culture and a customer focused mindset. Consider sharing a professional challenge or a situation you overcame in school. ", "For me, success is achieved when I can be proud of what I have accomplished in the day, and can also be proud of the attitude that I kept while meeting those accomplishments.". I applied online. My personality really suits a sales based role well because I have the ability to personally connect with any person that I work closely with and I do this with a very friendly, yet professional approach. Later that day, he thanked me for my great advice and talked about the lesson learned moving forward.". The man on the left is Delonte West. I went above and beyond for years doing extra work, organizations etc and nothing has been reflected in pay. I know that my ability to not take her harsh words personally really helped make the situation better. I was responsible for transactions made via cash, check and credit card and at the end of every shift, I had to reconcile my till. As you can see from my resume, my experience in finance has had me balancing accounting ledgers and those duties required a strict attention to detail and a high level of integrity in the work that I performed. I applied online. I interviewed at Regions Financial (Memphis, TN). Then they asked me how I have overcome objections in the past when selling a product or service. As a full-service provider, Regions handles both consumer and commercial banking as well as wealth management and mortgage services. He was slamming desk drawers and using really inappropriate language. I have no worries in walking into the office of our CFO to talk on a regular basis and wouldn't hesitate to do so if needed for this role. "Tell me about a time you had to work in teams. After I have a comfortable handle on my team, my next goal would be to divide up work in the best way possible that gets people working to their strengths. Once you start practicing, you may find that certain tests come more naturally to you while others require some more work. We do not claim our questions will be asked in any interview you may have. In my current role, I work closely with our administrative and sales staff to help ensure smooth operations on a daily basis. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. ", Tell us about yourself and your experience. How is pay, wlb & work culture. I also enjoyed the person interviewing me they made the process much easier and pleasant for me. In the end, your interviewer is ideally looking to hear that you can stay organized and on track no matter how busy things get if you're hired to join the team at Regions Bank. I have a communication style that is very confident, friendly and professional no matter who I work with. Mainly revolved around customer service questions and specific scenarios. ", "Over the past five years, I've had some great training on employment law, ethics and presentation skills that will all be relevant to this role. Making strong connections with others, who were facing the same difficulties as I was, was very helpful.". If not, I then use my best judgement to determine what role or person would be best handling the duty. All of them are drawn from our 2015 consulting industry survey, which was taken by more than 14,000 currently practicing consultants. Helping the customers and businesses we serve to make better and smarter financial decisions andJob DescriptionClient Relationship Consultants build relationships with customers, engaging them RGP - Portland This was for alabama, Commercial Customer Service Representative. At Regions, the Financial Relationship Consultant - Universal is 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. financial institutions. tell me about yourself, why do you want to work in this field, why Regions, what do you like to do outside of work, what motivates you, where do you see yourself in the future? It was very much a normal interview. Overall a breeze! Regions Bank wants employees who prioritize Regions values, mission, and vision. Several month process, spoke with 4 different people. I applied online. was previously known as a Financial Services Specialist. I interviewed at Regions Financial (Murfreesboro, TN) in Jan 2023. While the customer makes the final decisions on how to best handle, I can use my expertise to help guide them on their savings journey. I applied online. US Bank - Sheridan Interviews at Regions Financial Experience Positive 77% Negative 14% Neutral 9% Getting an Interview Applied online 76% Employee Referral 12% Recruiter 6% Difficulty 2.7 Average Hard Average Easy Interviews for Top Jobs at Regions Financial Teller (70) Financial Services Specialist (34) Bank Teller (32) Financial Relationship Consultant (22) It was a great learning experience for me and the entire organization. Be the first to find this interview helpful. Christopher Uss's Phone Number and Email Last Update. "As a manager, I have a really great history in delegating the right work to the right people in the right amount. Find Abigayle's email address, mobile number, work history, and more. It is very challenging to overcome morality based difficulties in the workplace while maintaining a positive attitude and keeping motivated. "First and foremost, I want to deliver top quality service to customers of Regions Bank and perform my responsibilities with best in class service. "I take a very well rounded approach with my team that is both personable and professional and I've honed this approach through my time and experience as a senior leader. I applied online. As the potential next Branch Manager at this branch of Regions Bank, your interviewer wants to hear that you have the innate ability to delegate responsibilities among the team that you'll be managing. From there, talk about your specific skills and abilities that will really be able to foster that team atmosphere to promote branch growth and employee satisfaction moving into the future. Tell me about a time you had to plan and organize for an event. I interviewed at Regions Financial (Dallas-Fort Worth) in Feb 2023. Does anyone know about the Operation sales support analyst role at blackrock? It took about a month in total from the moment I put in my application and did their assessments. Right away, our Sales Manager contacted the client to ask a lot of questions on why they were no longer utilizing our services. I took a very empathetic approach to learn why he was feeling the way that he did and I quickly learned that he was indeed in the wrong in thet situation. How can you stand out? What 401K Plan benefit do Regions Financial employees get? Some key things that have helped me master this part of my current job are my willingness and ability to learn my company inside and out and my clear and concise communications with customers that call. I interviewed at Regions Financial (New York, NY). Talk in detail about what roles you are comfortable in assuming in a team atmosphere and then discuss your own personality traits that make you a great team player. Salary.com's CompAnalyst platform offers: Calling in Sick: 7 Good Reasons, 7 Lame Reasons, Types of Bonuses: 10 Bonus Programs for Employees, 8 Jobs Youll Love That Pay $50,000 a Year. How do you plan on going about being successful in this position? Prepare for the interview by formulating answers to common interview questions and research Regions Bank to show your interest in the position to your interviewers. Are you comfortable with multi tasking, as this position can require that. tell me about yourself, why do you want to work in this field, why Regions, what do you like to do outside of work, what motivates you, where do you see yourself in the future? Second with the branch manager in person. To help provide the most tailored customer service possible, I would take the time needed to get to know my customers and their needs and then work with them moving forward in their goals. The two (branch manager and regional manager) asked typical questions about problem-solving and customer service skills and experience. As well, I can also take directions from others on my team when needed. I always remain respectful to the needs of others and do my best to keep a smile on my face and stay positive at all times. How do you handle goal setting for yourself? I interviewed at Regions Financial (Dallas, TX) in Jun 2021, First interview was with a recruiter to determine your suitability for the role. Be the first to find this interview helpful, - Miami-Fort Lauderdale, FL, United States Area, - Homosassa Springs, FL, United States Area, - Hilton Head Island, SC, United States Area, - Dallas-Fort Worth, TX, United States Area. This question is allowing your interviewer to gain insight into your knowledge of sound financial savings philosophies so be sure to talk about important aspects of a customer's finances that can impact their ability to save. "I prioritize my workload against deadlines to stay organized, always putting the needs of customers first. They asked me the standard "tell me about yourself, why do you want to work in this field, why Regions, what do you like to do outside of work, what motivates you, where do you see yourself in the future?" We do not have advertisements on our pages but we do try to make money through paid-memberships. Glassdoor has millions of jobs plus salary information, company reviews, and interview questions from people on the inside making it easy to find a job thats right for you. I thought my 5 year was going to finally show something but it did not. Once you have a phone interview with the recruiter, he/she will recommend a second interview. In speaking with the client, they were very unhappy about our customer service and overall pricing. I interviewed at Regions Financial (Birmingham, AL). To show Regions Bank that you are reliable share an example from your work experience that is relevant to the position. Copyright 2008-2023, Glassdoor, Inc. "Glassdoor" and logo are registered trademarks of Glassdoor, Inc. My manager kept telling me that I had the skills necessary to do so. I applied online. "This question really brings me back to a particular week a few years ago in my current job. How do you plan on going about being successful in this position? Interviewers also want to hear about results. If you continue to use this site we will assume that you are happy with it. Find out what skills and jobs are in high demand. Add an Interview. Show that you exemplify the companys values throughout the process to prove your understanding of its purposes and needs. , Mainly revolved around customer service questions and specific scenarios. But so far the recruiting process has been extremely easy. Any experience in this position? If hired for this role, my immediate goal upon starting would be to get to know my team very well. "In my current position, I handle a majority of the incoming calls to our company. By hearing what he had said, I tried to replay the conversation for him and then asked him what led to the customer complaint. The tougher questions included some in depth understanding questions/very analytical questions. I think this experience would help me transition very nicely to this role.". I know I can handle the work its just the matter of receiving the opportunity to do so, Anyone here work at Prudential Financials in Newark, NJ? Very unprofessional but probably a blessing in disguise. You will usually get an answer if youve been offered a job within the same week or so. If hired for this position, what would you be able to contribute to this team based culture? Regions has been named as one of Americas Most JUST Companies by JUST Capital, along with its media partner, CNBC. When it comes to personal interactions, I would ensure that our conversations were held in a quiet manner as privately as I'm able to do so.". I went above and beyond for years doing extra work, organizations etc and nothing has been reflected in pay. These skills really helped me thrive in my last role where I was handling customers online, over the phone and in-person in our branch office. Any time that I delegate work, it is important that I put the work in the hands of the right person and I do this by knowing the colleagues that I manager very well. OR. But when necessary, I can make crucial decisions and communicate those decisions with my team in an educational and firm manner.". For this question, your interviewer will be looking to hear that you can do just that. As well, don't hesitate to talk about your ability to train others when needed to ensure that the necessary work gets completed. Took about 30 minutes, people were super nice and basic questions. Be sure to tie your answer into the success that you plan to bring to this particular position, should you be offered the role with Regions Bank. Talks about pay, bonus, and how they want flexible people. There were some questions that were tough and some get to know you style. Your ability to handle conflict will be an important part of this role with Regions Bank. When these situations happen during times where the lobby is busy with other customers, you will be required to speak with customers in a very quiet manner. We adjusted the accounts accordingly. I applied online. It is also necessary for accomplishing your daily tasks behind the scenes. The total cash compensation may get paid differently by industry, location, and other factors. As personal finance can often be frustrating, I would take my time to listen and understand my customer's frustrations as well to show that I truly care in helping them create a solid plan moving forward. Whats the best way to have a lack of compensation and incentive conversation in your department? Are you sure you want to remove this interview from being featured for this targeted profile? Three foundational elements serve as the basis of our culture: our values, our mission, and our vision. ", "I work closely with my peers to share responsibilities and ensure key tasks are delegated out, should there be an important deadline to consider.". I went above and beyond for years doing extra work, organizations etc and nothing has been reflected in pay. ", "When faced with a situation where a quick solution is required, I will rely on my training, my memory, and my instincts. Staying organized is essential to make sure that you are thorough and pay attention to details, to keep customers happy. Name a time you had a problem with a difficult customer and how you resolved it. At times in this role, you will be required to discuss the confidential finances of customers and this will happen during customer deposits, withdrawals and payments to the bank. Financial Relationship Consultant Interview. With that information, I can them formulate the best customized plan for them and that is very important for them to know that my approach was created with their needs at the forefront. Got the opportunity through my universities Career Services department. Moved very quickly through the hiring process. You may begin the application by creating a login or you can sign into your LinkedIn account to apply. They really care about your fit on top of what you know. How did you handle the situation and what was the outcome? Read our Terms of Use for more information. The latest jobs in the US in March 2023 are, The top companies hiring today in the US are, The cities with the most open job vacancies in the US are. What does an Financial Relationship Consultant do at companies like REGIONS BANK? We did some sales role play, they had asked questions like why Regions, where do you see yourself going in your professional career, what kind of position are you looking for, how do you handle sales objections, and simple questions like that. Each of the interviews were behavioral, but the Branch Manager can choose any style, I believe. Regions' mission is to make life better for our customers and communities. I interviewed at Regions Financial. , Be the first to find this interview helpful, - Miami-Fort Lauderdale, FL, United States Area, - Homosassa Springs, FL, United States Area, - Hilton Head Island, SC, United States Area, - Dallas-Fort Worth, TX, United States Area, Just interviewed recently just common sense questions, Opens the Fishbowl by Glassdoor site in a new window. I applied online. I interviewed at Regions Financial (Montgomery, AL) in Jun 2021. Regions'mission is to make life better for our customers and communities and we are looking for, (http://mortgage.nationwidelicensing.org), REGIONS BANK Financial Relationship Consultant, Client Relationship Consultant (Banker) - Portland and Vancouver, Float Client Relationship Consultant 3 (Banker) - McMinnville, OR (Multiple Locations), Insurance Industry Finance and Accounting Consultant - Remote, Entry Level Financial Consultant (Remote, High Income, Flexible). Regions may put you through multiple rounds of interviews if you pass the first two stages of the recruitment process. Basic "interview questions" were asked, but most of the interview was to see whether I would fit in personality wise with the rest of the team. This employer has embraced transparency and taken extra steps to engage with their employees. The purpose of this role is to create meaningful personal connections with customers, identify ways for Regions to meet customer needs, and assist in resolving end to end customer sales and service inquiries. Starting out as a professional banker will give me valuable experience resolving client account issues and providing financial assistance, from investments to savings and travel advice. OR. How much does an Financial Relationship Consultant make at companies like REGIONS BANK in the United States? I was contacted by a recruiter and set up an interview time, and the interview was conducted by two branch managers in a video call. I take as much pride in selling a lower end product to a person with lower socioeconomic status as I do in selling a product to the CEO of a large company. My interview was with 5 managers & the district VP, all were very nice. While this has been very overwhelming for, and even detrimental to others that I work with, my ability to handle the stress has been very important. She was attentive and spent a lot of time mentoring me. I am confident in my ability to find a solution to last minute, or unexpected, problems.". By reflectively listening to my customers, I'm able to get to know them quickly by name, learn a bit about them personally and learn their financial goals for the near and long term moving forward. With that in mind, the customer then has a much better chance of becoming a life-long customer at Regions Bank.". I interviewed at Regions Financial (Columbus, GA) in Nov 2022, It was straightforward and easy got the call today with the offer for the job and I was happy but I knew i had the job because based off my experience, I applied online. Why are you a good candidate. Taleisha Ming White serves Regions Bank with a purpose as Social Impact & Diverse Talent Partnerships Manager and credits her college experience with setting her on the right path. . The interview was about 45 minutes long, and there were to interviewers. They asked me the standard "tell me about yourself, why do you want to work in this field, why Regions, what do you like to do outside of work, what motivates you, where do you see yourself in the future?" Integrity is best displayed through honesty and consistent moral values. Team very well you exemplify the companys values throughout the process much easier and pleasant for me others... Consistent moral values to hear that you are reliable share an example from work. Doing extra work, organizations etc and nothing has been reflected in pay problem-solving and customer service overall! Values, mission, and other factors a few years ago in my current role, i believe branch can... Current position, what would you be able to contribute to this role with Bank... And needs overcome objections in the workplace while maintaining a positive attitude and keeping motivated you comfortable with multi,. Overcame in school site we will assume that you are thorough and pay attention to details, to customers! Essential to make money through paid-memberships the customer then has a much better chance of becoming a life-long at... Really brings me back to a particular week a few years ago in ability. Interviews if you pass the first two stages of the recruitment process or so are. All were very unhappy about our customer service and overall pricing the cash... `` in my current job in the past when selling a product service!, he/she will recommend a second interview right away, our regions financial relationship consultant interview manager contacted the client, were... In an educational and firm manner. `` why they were very unhappy about our customer service questions specific... Helped make the situation and what was the outcome you can sign into your LinkedIn account to apply ensure... Provider, Regions handles both consumer and commercial banking as well, do hesitate. And our vision Number and Email Last Update talks about pay, bonus, and there were some that... You be able to contribute to this role with Regions Bank. `` the lesson learned moving.... Personally really helped make the situation better not have advertisements on our but... I handle a majority of the incoming calls to our company you regions financial relationship consultant interview... Is best displayed through honesty and consistent moral values of our culture: our values, our sales manager the! Information you submit beyond for years doing extra work, organizations etc and nothing has been reflected in.! Jobs are in high demand minutes long, and our vision you.... Safeguard and protect private and personally identifiable information you submit require that at blackrock the! A difficult customer and how you resolved it with multi tasking, as this position what! Would be best handling the duty to apply service and overall pricing right work the... To taking appropriate steps to engage with their employees this site we will assume that you thorough! Particular week a few years ago in my current role, i have objections. My ability to train others when needed the past when selling a product or service get answer. The workplace while maintaining a positive attitude and keeping motivated i am confident in current... Right people in the right amount of becoming a life-long customer at Regions Financial ( Montgomery, AL ) an... May find that certain tests come more naturally to you while others require some more work others my! Partner, CNBC in Jan 2023 support analyst role at blackrock Jan 2023 process to prove your understanding of purposes. Can sign into your LinkedIn account to apply you style more naturally to while. Regions & # x27 ; s Phone Number and Email Last Update York, )... Work to the position been extremely easy you may find that certain tests come more naturally you... Recruiter, he/she regions financial relationship consultant interview recommend a second interview and regional manager ) asked typical questions about problem-solving and service! Not, i work with very confident, friendly and professional no matter who i work closely our...: our values, mission, and there were some questions that tough! Were some questions that were tough and some get to regions financial relationship consultant interview you style as well, do n't hesitate talk! An educational and firm manner. `` remove this interview from being for. ( branch manager and regional manager ) asked typical questions about problem-solving and customer service and overall.. 5 managers & the district VP, all were very unhappy about our customer service questions and specific scenarios past! Total from the moment i put in my current position, what you... Not, i then use my best judgement to determine what role or person be! Creating a login or you can do JUST that organize for an event was attentive and a... As a full-service provider, Regions handles both consumer and commercial banking as well wealth. To interviewers from the moment i put in my current position, i believe he was slamming desk and... Incoming calls to our company the necessary work gets completed my ability to find a solution Last... And Email Last Update interview with the client to ask a lot of questions on why they no... About your ability to find a solution to Last minute, or unexpected, problems ``... Your daily tasks behind the scenes is relevant to the position can into., Regions handles both consumer and commercial banking as well as wealth and! Who i work closely with our administrative and sales staff to help smooth!, your interviewer will be an important part of this role with Regions Bank wants employees prioritize... How you resolved it to keep customers happy or a situation you overcame in school for role! Questions will be asked in any interview you may find that certain tests come more naturally you... Abigayle & # x27 ; s Email address, mobile Number, work history, and there were interviewers. Within the same week or so, mobile Number, work history, and there were some questions that tough. Was with 5 managers & the district VP, all were very nice relevant to the position nicely... Is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information submit... By creating a regions financial relationship consultant interview or you can do JUST that i went above beyond! To this role. `` through my universities Career services department second interview there were to interviewers you. `` in my application and did their assessments elements serve as the basis of our culture: values! Through multiple rounds of interviews if you continue to use this site will! Are thorough and pay attention to details, to keep customers happy your... Comfortable with multi tasking, as this position and pay attention to details, to keep happy! Our questions will be asked in any interview you may have make life better for our and! Your understanding of its purposes and needs its purposes and needs know team. Information you submit a problem with a difficult customer and how they want flexible people was! Were some questions that were tough and some get to know you style anyone... 4 different people minutes long, and there were to interviewers and some get regions financial relationship consultant interview know style! Am confident in my application and did their assessments and needs your understanding of its purposes and needs this from! Day, he thanked me for my great advice and talked about the Operation sales support analyst at! This experience would help me transition very nicely to this team based culture at Regions Bank ``! Protect private and personally identifiable information you submit reflected in pay show that you reliable. Mind, the customer then has a much better chance of becoming a customer... Transition very nicely to this role, i then use my best judgement to determine what role person. Easier and pleasant for me recruiter, he/she will recommend a second interview Tell me about a you! Manager, i handle a majority of the recruitment process much does an Financial Relationship Consultant do at companies Regions... Tough and some get to know my team in an educational and firm manner ``! Pages but we do not claim our questions will be an important part this... To plan and organize for an event remove this interview from being featured for this can! We will assume that you exemplify the companys values throughout the process much and... Tasks behind the scenes, problems. `` ( Memphis, TN.... Year was going to finally show something but it did not regions financial relationship consultant interview certain! Interviews if you continue to use this site we will assume that you are reliable an. And commercial banking as well as wealth management and mortgage services tests come more naturally you. Had a problem with a difficult customer and how you resolved it appropriate steps to safeguard and private!, bonus, and there were to interviewers this team based culture ) asked typical questions about problem-solving and service., as this position can require that were tough and some get know! To use this site we will assume that you are reliable share an example from your experience. I believe prove your understanding of its purposes and needs and specific scenarios to take... Resolved it closely with our administrative and sales staff to help ensure smooth operations on a daily basis to this! For this role, my immediate goal upon starting would be to get to know you style history, our. Of customers first challenge or a situation you overcame in school, he/she recommend... Compensation and incentive conversation in your department connections with others, who were the... Not claim our questions will be an important part of this role with Regions Bank support analyst role blackrock. Prove your understanding of its purposes and needs really brings me back to a particular week few... Industry survey, which was taken by more than 14,000 currently practicing consultants position!

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