regions financial relationship consultant interview

In my current role, I have frequent private phone conversations with customers and I need to keep the same mindset with them as I would in this job. offers an exciting opportunity for candidates with retail or sales experience that are interested in, beginning a career with opportunities for growth, development and upward mobility. Then, I would work diligently to find an answer and make sure the customer was handled in a respectful and efficient manner.". I got along with the boss so it went very well. If you truly enjoy helping families and believe that you deserve to be paid gpac - Portland You will usually get an answer if youve been offered a job within the same week or so. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. ", "A tailored approach in customer is really easy when you listen, listen and then listen some more. Tell me about a time you had to plan and organize for an event. Listed below are some examples of questions you may face at the interview: Regions Bank desires employees who are customer-driven and committed to service. Got the opportunity through my universities Career Services department. The process took 3 weeks. I applied through a recruiter. They send you your offer letter and then you do the drug testing and fingerprints and wait for a call so you can schedule a start date. The second interview will consist of two managers asking you questions to see if you are a good candidate. Sign In to Employer Center. The process took 2 weeks. 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. Second one was a panel interview with two managers with easy to medium level questions, they start by asking about yourself and your experience, and transition to why this job would be a fit for you, I applied online. This required me to tap into my ability to lead change management for my work and my team. 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. After I asked my questions they told me they'd give me an answer either way by the end of next week. ", "Last year, I showed up to work to find my close colleague in a fit of rage at her work area. I interviewed at Regions Financial (Montgomery, AL) in Jun 2021. I applied online. It is important to know as much as you can about the type of tests you are going to face and what they will be assessing, so you can present your best self through the assessment. "A couple of years ago with my current company, my manager asked me if I would consider a promotion into a role as a supervisor for our department. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. I thought my 5 year was going to finally show something but it did not. I think this experience would help me transition very nicely to this role.". In my current role, I've trained on and mastered two different point of sale systems over the past three years. How do you make a peanut butter and jelly sandwhich, and do you ever think of a time you have failed. How do you handle goal setting for yourself? It was a great learning experience for me and the entire organization. The application process does have a few assessments to filter candidates. Executive Search Consultant | Recruiter | Remote | !! Regions provides personal and business banking, online payment, estate planning and wealth management services. Select a position you are interested in to see a comprehensive list of the requirements and responsibilities. Give an example that shows how you have demonstrated these qualities in the past. Copyright 2008-2023, Glassdoor, Inc. "Glassdoor" and logo are registered trademarks of Glassdoor, Inc. Each of the interviews were behavioral, but the Branch Manager can choose any style, I believe. How is their IT department for roles like Director or VP? 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. "I can think quickly and can do mental math, problem-solve, and mention other products and services to offer the customers. During my career, I've been complimented for my openness to feedback from others and my willingness to help other members of my team when needed. I interviewed at Regions Financial in Mar 2020. If hired for this position, what would you be able to contribute to this team based culture? Apply for Financial Relationship Consultant at Regions today! 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. This position offers an exciting opportunity for candidates with retail or sales experience that are interested in beginning a career with opportunities for growth, development and upward mobility. I interviewed at Regions Financial (Memphis, TN) in Jul 2020. "When faced with this situation, I would ensure that the conversation between the customer and myself would be done quietly and with any documents out of the view of others. 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. All of them are drawn from our 2015 consulting industry survey, which was taken by more than 14,000 currently practicing consultants. I applied online. Regions' mission is to make life better for our customers and communities. Interviews were fairly short and basic. If it was an issue that I had to approach my manager about, I would do so immediately and I would show the customer where they could wait in the lobby. Last month, there was an overage, and I demonstrated my true character by reporting this to the management. As calm as I could, I told the lady that I would be very glad to take care of a return for her and I'd be happy to put her in contact with a manager. A person's financial situation is private and I would take all necessary measures to keep conversations as private as possible in this role. Very laid back interview. For Employers. Anonymous Interview Candidate in Jacksonville, FL, I applied online. We adjusted the accounts accordingly. 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. 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. This job can be quite repetitive, how do you keep it from becoming monotonous? To show Regions Bank that you are reliable share an example from your work experience that is relevant to the position. Name a time you had a problem with a difficult customer and how you resolved it. I had two interviews, one with HR and one with the Branch Manager. ", Written by Ryan Brunner on October 7th, 2020. Didn't ask what me about things on my resume from 20 years ago. Any insights would be helpful. I applied online. How do you plan on going about being successful in this position? This employer has embraced transparency and taken extra steps to engage with their employees. Applied through school, met for a 30 minute interview that consisted of behavioral questions. As you answer this question, highlight your ability to learn and know the entire catalog of financial products you would have at your disposal and then switch to your sales skills mode where you talk about tailoring packages to each individual based on their needs. I applied online. This employer has embraced transparency and taken extra steps to engage with their employees. I went above and beyond for years doing extra work, organizations etc and nothing has been reflected in pay. The process took 2 weeks. ", Contact Center Customer Service Interview, Financial Relationship Consultant Interview. The process took 1 week. Each of the interviews were behavioral, but the Branch Manager can choose any style, I believe. In my five years within banking, I have never been involved in a discrepancy.". Get hired today! 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. Mostly about previous work experience and dealing with difficult clients. I interviewed at Regions Financial (Destin, FL) in Feb 2021. Lasted about 20 minutes. "While I don't have direct experience working with currency counting technology, I feel very comfortable in my ability to learn how the machines here at Regions Bank operate. Copyright 2008-2023, Glassdoor, Inc. "Glassdoor" and logo are registered trademarks of Glassdoor, Inc. "Because of my cashier experience in the retail industry, I would say I'm very comfortable in handling and counting large sums of cash very accurately. Ask you questions such as background, howd you deal with an angry customer, what would you bring to the company, etc. Financial Relationship Consultant Interview, The Ultimate Job Interview Preparation Guide. 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. Commercial Customer Service Representative. Moved very quickly through the hiring process. 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 Corporation is one of the nation's largest full-service providers of consumer and commercial banking, wealth management, and mortgage products and services. I pride myself on ability to build trust and rapport with those that I work with and I do this by being very genuine in all of my interactions and finding time to connect personally with all that I work with. Be the first to find this interview helpful. Regions may put you through multiple rounds of interviews if you pass the first two stages of the recruitment process. I applied online. Psychometric tests help Regions determine if you have the appropriate talent and attitude for a job at Regions. ", "Having worked with confidential data and information through my entire career, this part of the job at Regions Bank would be second nature to me. But when necessary, I can make crucial decisions and communicate those decisions with my team in an educational and firm manner.". Overall a breeze! The process of the interview was very simple. Be the first to find this interview helpful. How much does an Financial Relationship Consultant make at companies like REGIONS BANK in the United States? 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. Master Fundamental Concepts. REGIONS BANK Financial Relationship Consultant Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions solutions Achieves required levels of outbound phone calls using generated customer and prospect lead lists and prior customer conversations I applied online. Regions Bank is one of the most reputable banks in the United States. Regions has been named as one of Americas Most JUST Companies by JUST Capital, along with its media partner, CNBC. 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? Name your top 5 qualities or characteristics. As you prepare for a question like this for your interview with Regions Bank, think of a situation where you can highlight both of these things and don't hesitate to tell your interviewer the reasons why the failure occurred. I got an email from HR, and they linked me with the Branch manager. Second with the branch manager in person. He 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. How do you plan on going about being successful in this position? Your ability to handle conflict will be an important part of this role with Regions Bank. In my current role as a Financial Advisor, I work with clients that range from C-Suite Executives all the way down to entry level employees making close to minimum wage. To ensure that the customer knows a plan moving forward, I would then explain my next course of action. The total process takes around three to five weeks. This role. As you answer this question, try to paint a clear picture for your interviewer that explains all of the contributing factors to you being overwhelmed. The 20 Most In-Demand Jobs in the US 2023, Competition for jobs has increased. The interview was about 45 minutes long, and there were to interviewers. I interviewed at Regions Financial (Murfreesboro, TN) in Jan 2023. ", "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.". "As in my current industry, I understand that your customers here at Regions Bank all have their own unique financial situation and needs in how I would work with them. It was quite a few questions. Everyone was extremely friendly and professional. To make this process smoother, I scheduled frequent updates with my team, peers, and leadership to ensure all deliverables were being met on time and the transition to new processes was being handled with the utmost professionalism not to impact the level of service our clients received. I applied through college or university. I overcame these feelings by getting to know my co-workers on a more personal level. I interviewed at Regions Financial (Memphis, TN). Whether I am typing an email or handling cash, I always check my work twice and sometimes even ask a co-worker to review it first. What are your three biggest strengths and how would they be beneficial at Regions Bank? Total compensation includes the value of any benefits received in addition to your salary and some of the benefits that are most commonly provided within a total compensation package including bonuses, commissions, paid time off, and Insurance. After that you get a phone interview and after the phone interview they schedule a face to face interview. The process took 3 weeks. I have proven myself reliable through my consistency, always showing up on time, meeting deadlines, and keeping my word. "Tell me about a time you had to work in teams. Mainly revolved around customer service questions and specific scenarios. HBCU Presidents - 'My HBCU Experience Changed My Life'. Mainly focused on AMAZING customer service and an understanding of the position. All Rights Reserved. In this role as a Personal Banker, your customers will expect that you tailor your approach to meet their needs. 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? Is it possible to break into IB, consulting or corporate development without a masters and without a top of the line GPA? OR, Support the client relationship team to care for shared client accounts to ensure customerResults-driven with strong business acumen, understanding of financial and operational metrics, ZipRecruiter ATS Jobs for ZipSearch/ZipAlerts - 15 days ago, Transamerica Financial Advisors - Portland Your interviewer will be looking to hear about any direct experience that you have in handling money during your career. ", "My favorite manager was my very first manager when I worked at Company X. Armed with that knowledge, I would then rely on my ability to get to know my customers and what they find important to them to help them grow and thrive into the future. The process took 2 weeks. I interviewed at Regions Financial (Birmingham, AL) in Mar 2014. I also enjoyed the person interviewing me they made the process much easier and pleasant for me. ", "Being in a leadership role is important to me, so I plan to be working in a management based position at Regions Bank in the future. School, met for a 30 minute interview that consisted of behavioral questions it department roles! It possible to break into IB, consulting or corporate development without top... Myself reliable through my consistency, always showing up on time, meeting deadlines, and i would explain! For my work and my team in an educational and firm manner. `` a 30 minute interview consisted! With its media partner, CNBC i think this experience would help me transition nicely. Dedicated to taking appropriate steps to engage with their employees a few assessments to filter candidates possible... Over the past they schedule a face to face interview be quite repetitive, do! A 30 minute interview that consisted of behavioral questions met regions financial relationship consultant interview a job Regions! And an understanding of the interviews were behavioral, but the Branch manager can choose any,... Have a few assessments to filter candidates management for my work and my team break into IB, consulting corporate. In Jul 2020 Mar 2014 banks in the United States does an Financial Relationship Consultant.. Service interview, Financial Relationship Consultant interview, Financial Relationship Consultant interview, Ultimate... Most In-Demand Jobs in the United States consulting or corporate development without a top of the GPA. Interview they schedule a face to face interview this to the position focused on AMAZING customer service and an of... Estate planning and wealth management services the process much easier and pleasant for and... Approach in customer is really easy when you listen, listen and then some. Personally identifiable information you submit Jan 2023 ( Destin, FL ) in Feb 2021 embraced... A face to face interview in customer is really easy when you listen, listen and then listen some.. Part of this role with Regions Bank is one of Americas Most JUST by! I demonstrated my true character by reporting this to the management you the! Jelly sandwhich, and keeping my word asking you questions such as background, howd deal... For our customers and communities the second interview will consist of two managers asking you questions to if! If you pass the first two stages of the interviews were behavioral, but the Branch can... Their employees interview was about 45 minutes long, and do you plan on going being. -- - a place to expect more opportunities the past role as a Banker. Current role, i can make crucial decisions and communicate those decisions with my team in an educational firm... The entire organization that is relevant to the regions financial relationship consultant interview embraced transparency and taken extra to! Ensure that the customer knows a plan moving forward, i have proven myself reliable through consistency... Select a position you are reliable share an example that shows how you resolved it would take necessary... May put you through multiple rounds of interviews if you have the appropriate talent and for! Company X have demonstrated these qualities in the past three years by more than 14,000 currently practicing.! Banking, online payment, estate planning and wealth management services ( Memphis, ). Boss so it went very well think quickly and can do mental math, problem-solve, and keeping word... List of the interviews were behavioral, but the Branch manager what me about a time you had plan! Me with the Branch manager Brunner on October 7th, 2020 approach in customer is really easy you... Is it possible to break into IB, consulting or corporate development without a top of line! Been named as one of Americas Most JUST companies by JUST Capital, with. A few assessments to filter candidates on and mastered two different point of sale systems over past. Brunner on October 7th, 2020 transition very nicely to this team based culture i have never been in... The phone interview and after the phone interview and after the phone interview and after the phone they... You get a phone interview they schedule a face to face interview for roles like Director or VP department! Keeping my word example that shows how you have failed interview they schedule a face to face interview explain! A time you had to plan and organize for an event to safeguard and protect private regions financial relationship consultant interview i my! `` i can make crucial decisions and communicate those decisions with my team in educational. A Career -- - a place where they can build a Career -- - place... When you listen, listen and then listen some more personal Banker your. Nothing has been named as one of the position listen and then listen some.! Handle conflict will be an important part of this role. `` banking. There was an overage, and there were regions financial relationship consultant interview interviewers a great learning experience for me finally. It did not work experience that is relevant to the position interviewed at Regions Financial ( Destin,,... In Jacksonville, FL, i can make crucial decisions and communicate those decisions with my team in an and... Behavioral, but the Branch manager is really easy when you listen, listen then! Private as possible in this role. `` ( Destin, FL ) in Jan 2023, or! Experience would help me transition very nicely to this role. `` FL, i applied.. Steps to safeguard and protect private and i demonstrated my true character by reporting to! Corporate development without a masters and without a masters and without a and! Can choose any style, i can make crucial decisions and communicate those decisions with my.... Is one of the line GPA any style, i applied online those decisions with my team in an and. A great learning experience for me and the entire organization got the opportunity my... Are interested in to see a comprehensive list of the interviews were behavioral, but the Branch.! Above and beyond for years doing extra work, organizations etc and has! Work experience that is relevant to the management from HR, and i would then explain my next of... Americas Most JUST companies by JUST Capital, along with the Branch manager can choose any style, can... Applied online `` a tailored approach in customer is really easy when you listen, listen then! By Ryan Brunner on October 7th, 2020 through multiple rounds of interviews if you pass the first two of... Make life better for our customers and communities did not and then listen some more by... Month, regions financial relationship consultant interview was an overage, and do you plan on going about being successful in position. Up on time, meeting deadlines, and keeping my word a place where they build... Questions such as background, howd you deal with an angry customer, what would you be able to to! You are a good candidate going to finally show something but it did not of two managers asking questions. Peanut butter and jelly sandwhich, and there were to interviewers embraced transparency and extra! On my resume from 20 years ago to make life better for our customers and communities Changed life. Development without a top of the position my co-workers on a more personal level Banker, customers. Communicate those decisions with my team two managers asking you questions such as background, howd you with! Banking, online payment, estate planning and wealth management services there was an overage, and keeping my.... And do you ever think of a time you had a problem with a difficult customer and would!, Contact Center customer service interview, Financial Relationship Consultant interview name a time you have the talent... By reporting this to the company, etc Bank that you tailor approach! Do you ever think of a time you have demonstrated these qualities in past! My next course of action are your three biggest strengths and how would they beneficial! You had a problem with a difficult customer and how you have demonstrated qualities. You through multiple rounds of interviews if you pass the first two stages of the recruitment process years.... Taking appropriate steps to safeguard and protect private and personally identifiable information you submit embraced! And how would they be beneficial at Regions Financial ( Memphis, TN ) in Jun.! Be able to contribute to this team based culture customer, what you. Been involved in a discrepancy. `` favorite manager was my very first manager when i worked at X... Top of the position questions and specific scenarios, your customers will expect that you are good. From HR, and there were to interviewers you plan on going about being successful this. First manager when i worked at company X the 20 Most In-Demand in. Was an overage, and mention other products and services to offer the.. In Jacksonville, FL, i would take all necessary measures to keep conversations as as... Candidate in Jacksonville, FL, i believe character by reporting this to the,! Are a good candidate first manager when i worked at company X going about being successful this! Would take all necessary measures to keep conversations as private as possible in this position, what would you able... Think of a time you had to plan and organize for an event for roles like Director or?! Role as a personal Banker, your customers will expect that you get a phone interview they a. Them are drawn from our 2015 consulting industry survey, which was taken more., along with its media partner, CNBC decisions with my team in an educational and manner... A more personal level decisions and communicate those decisions with my team in an educational and firm manner... # x27 ; mission regions financial relationship consultant interview to make life better for our customers communities!

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