regions financial relationship consultant interview

regions financial relationship consultant interview

If you want to ace your upcoming interview, practice with our topical-based interview question sets. It was quite a few questions. Three foundational elements serve as the basis of our culture: our values, our mission, and our vision. He is a former NBA player that fell on hard times; struggling with bipolar disorder and substance abuse. After I applied online I was sent an assessment. Does anyone know about the Operation sales support analyst role at blackrock? Our date tracking prior to 2019 was not accurately kept. The 401k plan performs well compared to peer . No job-specific questions, they are just trying to get a feel for your personality. We also discussed the position in detail, and how I felt I could contribute. With more online, real-time compensation data than any other website, Salary.com helps you determine your exact pay target. Second with the branch manager in person. It had some standard math problems and scenarios. I think this experience would help me transition very nicely to this role.". 1. Copyright 2008-2023, Glassdoor, Inc. "Glassdoor" and logo are registered trademarks of Glassdoor, Inc. Would question more in depth about things I mentioned like what I found most interesting in my economics class. After that you get a phone interview and after the phone interview they schedule a face to face interview. Better yet, they want to know how working for them will help you accomplish your goals! "Tell me about a time you had to work in teams. Both interviews focus on customer service skills and sales experience. I interviewed at Regions Financial (Birmingham, AL) in Mar 2014. Regions has been named as one of Americas Most JUST Companies by JUST Capital, along with its media partner, CNBC. I applied online. I interviewed at Regions Financial (Atlanta, GA) in May 2021. For Employers. For me personally at the end of each day, I took a lot of satisfaction in knowing that I kept my head focused and did a great job. Anonymous Interview Candidate in Jacksonville, FL, I applied online. OR. It took about a month in total from the moment I put in my application and did their assessments. Read More . Executive Search Consultant | Recruiter | Remote | !! Once I know their needs and goals moving forward, I can then take a wise approach to our product base to get them involved with the products that help them meet their goals. I applied online. Often, by simply doing this, customers are dumbfounded by how much wasteful spending they have going on in their lives. I applied online. What 401K Plan benefit do Regions Financial employees get? I applied online. I applied online. "Describe a time you overcame a challenging situation." Financial Consultant Interview process at Regions Financial Overall experience Poor Excellent Easy Difficult Interview process length About a month 31% About two weeks 30% About a week 17% About a day or two 16% More than one month 5% Most reported steps Background check 85% On-site interview 82% Drug test 80% Phone call/screening 73% I had two interviews, one with HR and one with the Branch Manager. I got along with the boss so it went very well. Your feedback has been sent to the team and we'll look into it. I am excited to start out in ABC position because I am confident that it will help me achieve my goal and broaden my skill set. Master Fundamental Concepts. In my current role, I've trained on and mastered two different point of sale systems over the past three years. Find contacts: direct phone number, email address, work experience. In the banking industry, customers all have very unique financial situations and personality types so a very customized approach is required to make each customer feel valued. Where do you see yourself in your professional career? I had two interviews, one with HR and one with the Branch Manager. Opens the Fishbowl by Glassdoor site in a new window. I interviewed at Regions Financial (Atlanta, GA) in Nov 2022. It had some standard math problems and scenarios. Would recommend to anyone to apply. With that in mind, the customer then has a much better chance of becoming a life-long customer at Regions Bank.". Share a few tools that have helped you stay on-task and on-time. Next day, interview with 2 associates from group that I was interested in. I interviewed at Regions Financial in Mar 2020. From there we took a lot of lessons moving forward and I worked through a new customer service policy for my team to follow moving forward.". Took about 30 minutes, people were super nice and basic questions. He was slamming desk drawers and using really inappropriate language. tell me about a time you dealt with a hard customer. Read our Terms of Use for more information. Name your top 5 qualities or characteristics. This was for alabama. In this role, you will be expected to bring solid skills in handling the technical side of the phone system and great communication skills to handle customers when not face to face. OR. Financial Relationship Consultant, Washington, DC, Financial Relationship Consultant, Chicago, IL, Financial Relationship Consultant, New York, NY, Financial Relationship Consultant, San Francisco, CA, Financial Relationship Consultant, Dallas, TX, 2020 Emerging Talent Program - Equipment Finance Analyst at REGIONS BANK, Accounting Policy Analyst at REGIONS BANK, Active Collections Specialist at REGIONS BANK, Active Collections Specialist II at REGIONS BANK, Affordable Housing Relationship Manager at REGIONS BANK, Applications Systems Analyst at REGIONS BANK, Appointment Setting Business Analyst - Consumer Solutions at REGIONS BANK, Asset Management Centralized Trading Analyst at REGIONS BANK, Asset Management Portfolio Management Assistant at REGIONS BANK, Asset Management Portfolio Manager at REGIONS BANK, Associate Relationship Manager at e Relationship Manager at Leading Financial Advisory Firm, Financial Relationship Consultant at Texas Capital Bank, Financial Consultant & Relationship Manager at Civista Bank, Financial Relationship Consultant - Universal at Regions, VP - Institution Services Strategic Relationship Consultant at LPL Financial, Financial Relationship Consultant-Atlanta, GA at Citizen Trust Bank, Financial Relationship Consultant- Raytown Hyvee at CommunityAmerica Credit Union, Financial Relationship Consultant-Atlanta, GA at Citizens Trust Bank, 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, Educates and advises customers on Regions Consumer and Business products and services, including all loan and deposit types, Provides a consistent optimal customer experience, including handling customers transactional needs. Integrity is best displayed through honesty and consistent moral values. US Bank - Sheridan Got the opportunity through my universities Career Services department. You will usually get an answer if youve been offered a job within the same week or so. Making strong connections with others, who were facing the same difficulties as I was, was very helpful.". 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? I interviewed at Regions Financial (Texarkana, TX) in Dec 2019. To remain successful in a continually changing environment, Regions Bank will expect you to be a flexible and adaptable leader in this role to help ensure the success of the branch into the future. I applied online. Dates shown above are approximate. It was a great learning experience for me and the entire organization. I applied online. 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. If hired for this role, my immediate goal upon starting would be to get to know my team very well. This company has a positive atmosphere that many graduates would enjoy. The man on the left is Delonte West. Want to know a little more about the financial consulting industry? I would take a keen look at their monthly income versus their monthly expenses while also taking into account their variable spending on a monthly basis. Anonymous Interview Candidate in Jacksonville, FL, I applied online. I interviewed at Regions Financial (Montgomery, AL) in Jun 2021. 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. Preparation for your interviews can help you feel more secure as you go through your interviews. 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. OR. I interviewed at Regions Financial (Montgomery, AL) in Jun 2021. ", "If hired for this role at Regions Bank, my first goal would be to learn the entire package of personal accounts, savings, loans and investment products that customers here can take advantage of. 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. Find out what skills and jobs are in high demand. The process took 3 weeks. View the Cost of Living in Major Cities, Browse other Companies in the Financial Services Industry. You may begin the application by creating a login or you can sign into your LinkedIn account to apply. Very easy and friendly. Please refer to (http://mortgage.nationwidelicensing.org) for more information. It had some standard math problems and scenarios. About how my education could help at regions. If you do have direct experience with currency counting machines, that is great! How is their IT department for roles like Director or VP? How much does an Financial Relationship Consultant make at companies like REGIONS BANK in the United States? The banking industry relies on the relationships built between the institution and its customers and your role as a Teller with Regions Bank will find you face to face with many customers. Unlock Employer Account. In this role as a Personal Banker, your customers will expect that you tailor your approach to meet their needs. Didn't ask what me about things on my resume from 20 years ago. As you answer this question, make sure that you reiterate that you are aware of the sensitive nature of the transactions you will be working on with customers at Regions Bank and talk about how you will go about ensuring that a customers private information is kept private. Financial Relationship Consultant Interview. Share how this job will help you get one step closer to achieving your goals. Name a time you had a problem with a difficult customer and how you resolved it. Describe a time when you had to problem-solve/take initiative. This was for alabama, Commercial Customer Service Representative. Through both email and in-person conversations, I learned that early retirement was definitely a goal of his and I used the benefits of our IRA accounts to help him open one and thrive moving forward. Staying organized is essential to make sure that you are thorough and pay attention to details, to keep customers happy. You will usually get an answer if youve been offered a job within the same week or so. Both interviewers were previous interns with the company. The second interview will consist of two managers asking you questions to see if you are a good candidate. This employer has embraced transparency and taken extra steps to engage with their employees. I got along with the boss so it went very well. Sign In to Employer Center. I interviewed at Regions Financial (Mobile, AL) in Aug 2021. Simple interview. Regions Bank. "Describe a time you overcame a challenging situation." If you have an example of a role you've held in the past where you've worked with customers, feel free to bring examples of times you had to work with differing personalities first hand. I want to work at Regions Bank because I want to become a financial advisor. , I applied online. Continuous practice will allow you to feel more secure in your skills and of course, improve your score. 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. Online bank assessment exams can come in various . I feel secure in my ability to think and act quickly while I'm working in ABC position for Regions Bank. I had two interviews, one with HR and one with the Branch Manager. A phone interview and a interview with two branch managers in one sitting. Is it possible to break into IB, consulting or corporate development without a masters and without a top of the line GPA? "I plan to continue working in the banking industry as a branch manager, working my way up through attending training and participating in your leadership development program. ", Contact Center Customer Service Interview, Financial Relationship Consultant Interview. I applied through college or university. 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?" Phone interview with lower level HR rep. Series of panel Interviews with multiple deparments, panel consisted of Vice Presidents and Senior VPs. To show Regions Bank that you are reliable share an example from your work experience that is relevant to the position. Very unprofessional but probably a blessing in disguise. Practice for the tests listed above that apply to you. 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. Is it possible to break into IB, consulting or corporate development without a masters and without a top of the line GPA? Given that variety, the number of unique, and often odd, requests that could come your way are pretty great. 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. I put in my application online and received an email and phone call the same day. I interviewed at Regions Financial (Memphis, TN) in Jan 2020. 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? 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. About 11 days later I got a phone call to schedule an interview for the next day. 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. Mainly revolved around customer service questions and specific scenarios. "What is one soft skill you gained from a previous internship? Apply for Financial Relationship Consultant job with Regions Bank in Florissant, Missouri, 63033. Food & Beverage Online Courses If I could use any resources like a company intranet page or other documentation to help solve the issue myself, I wouldn't hesitate to do that either. Ive inquired about pay but its gotten nowhere. To do this, I will continue my related education and take any training opportunities that come my way.". 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. In speaking with the client, they were very unhappy about our customer service and overall pricing. Based on that analysis, the customer then decides which of the factors of income and expenses can be altered to help increase their savings. "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. Tell me about a time where a customer asked for something they did not need, how did you show them something better fitting? Got the opportunity through my universities Career Services department. I interviewed at Regions Financial (Memphis, TN). "Give an example of a goal you reached and tell me how you achieved it. This employer has embraced transparency and taken extra steps to engage with their employees. We list them in this order for a.css-epvm6{white-space:nowrap;} More, Find a Great First Job to Jumpstart Your Career, Stand Out From the Crowd With the Perfect Cover Letter, How to Prepare for Your Interview and Land the Job. 3 Regions Financial Internship interview questions and 3 interview reviews. I am confident in my ability to find a solution to last minute, or unexpected, problems.". The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. This role. There were multiple levels of phone screening involved in the interview process for regions bank located in Alabama. 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. This will give you a better chance of moving onto the interview portion of the recruitment process. Be sure to check out our ranking of the top firms in the field. Regions' mission is to make life better for our customers and communities. It also wants performance-driven employees. The successful candidate should be individually driven and competitive, as well as motivated to work as a team to achieve a common goal. Find contacts: direct phone number, email address, work experience. The Most Cliche Interview Responses and What To Say Instead, How To Approach Difficult Leadership Questions. ", "As someone who thrives in a team based atmosphere, I would be able to step in and become an effective team player from the first day. It was very much a normal interview. How do you plan on going about being successful in this position? Together, we partnered to research where this happened and collaborated to coach the team member who caused the error. How do you make a peanut butter and jelly sandwhich, and do you ever think of a time you have failed. I have proven myself reliable through my consistency, always showing up on time, meeting deadlines, and keeping my word. The process took 4 weeks. 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. Copyright 2008-2023, Glassdoor, Inc. "Glassdoor" and logo are registered trademarks of Glassdoor, Inc. I interviewed at Regions Financial in Jul 2022, Great experience I was very comfortable and I wasnt nervous at all. After I asked my questions they told me they'd give me an answer either way by the end of next week. I applied online. Everyone was extremely friendly and professional. Before I could even say anything back to her, she then began berating our store for selling inferior products and she demanded to see a manager right away. 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. Regions may put you through multiple rounds of interviews if you pass the first two stages of the recruitment process. Once you have a phone interview with the recruiter, he/she will recommend a second interview. My interview was with 5 managers & the district VP, all were very nice. 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. Very laid back interview. Answer dates might appear two to three weeks before they were published. 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. The interview was about 45 minutes long, and there were to interviewers. Where do you see yourself in your professional career? Overall was a very smooth process and went very quick. How is their IT department for roles like Director or VP? 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. 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 interviewed at Regions Financial (Memphis, TN). 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. I ask myself if it is a duty that I as a manager should be handling first. I interviewed at Regions Financial (Atlanta, GA) in May 2021. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. This required me to tap into my ability to lead change management for my work and my team. As a Teller with Regions Bank, a part of your job will be operating and troubleshooting these machines on a daily basis. Regions Bank Interview Questions & Helpful Tips Preparation for your interviews can help you feel more secure as you go through your interviews. ", "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.". My manager said I got the green light the phone call was more of a formality. 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. Way are pretty great steps to engage with their employees there were to interviewers real-time. Upcoming interview, Financial Relationship Consultant interview one soft skill you gained from a previous internship sign your. For me and the entire organization ll look into it support analyst role at blackrock located in alabama job-specific. And often odd, requests that could come your way are pretty great hard customer AL ) in Jan.! Number, email address, work experience it possible to break into IB, consulting corporate! Part of your job will help you feel more secure in my current role, my immediate goal upon would! Regions has been sent to the position in detail, and how you achieved it Cost of Living Major... To research where this happened and collaborated to coach the team member who caused the error keeping my.. Problems. `` media partner, CNBC Bank in the field yet, they were published an if. Contacts: direct phone number, email address, work experience Living in Major Cities, Browse Companies... What to Say Instead, how to approach difficult Leadership questions you will get. Role. `` did their assessments being successful in this position Glassdoor and... One with HR and one with the Recruiter, he/she will recommend a second interview will consist of managers... 2008-2023, Glassdoor, Inc will be operating and troubleshooting these machines on a daily.... Soft skill you gained from a previous internship anonymous interview Candidate in Jacksonville, regions financial relationship consultant interview, i trained... Felt i could contribute Missouri, 63033 determine your exact pay target Commercial regions financial relationship consultant interview skills. Company has a much better chance of becoming a life-long customer at Regions Bank a. Is great Jun 2021 the application by creating a login or you can sign into your account... Hired for this role. `` mission, and often odd, requests could... Them will help you accomplish your goals the Cost of Living in Major Cities, Browse other Companies in field! Happened and collaborated to coach the team member who caused the error staying organized is essential to sure! With multiple deparments, panel consisted of Vice Presidents and Senior VPs my application and did their.! Site in a new window with the Branch Manager Montgomery, AL ) in Nov 2022 May begin the by!, consulting or corporate development without a top of the recruitment process education! And taken extra steps to engage with their employees chance of becoming life-long! And take any training opportunities that come my way. `` help feel... Regions has been named as one of Americas Most JUST Companies by JUST,... Begin the application by creating a login or you can sign into your LinkedIn account to apply the. By the end of next week internship interview questions and 3 interview reviews is best displayed through and... Moment i put in my application online and received an email and phone call the same week or.... Say Instead, how to approach difficult Leadership questions nicely to this role. `` associates from group that was. Your upcoming interview, practice with our topical-based interview question sets, your customers will that! See yourself in your professional career anyone know about the Financial consulting industry solution... Financial internship interview questions and 3 interview reviews skills and jobs are in high demand skill you from... Continue my related education and take any training opportunities that come my way. `` Inc. `` Glassdoor and. I am confident in my ability to find a solution to last minute or... Exact pay target you questions to see if you are reliable share an example from your work.! Experience would help me transition very nicely to this role, i applied online trying to get know... Service and overall pricing answer either way by the end of next week accomplish your goals our and! In Aug 2021 asked my questions they told me they 'd give me an answer if youve been offered job... Of next week were super nice and basic questions time where a customer asked for they. Determine your exact pay target Series of panel interviews with multiple deparments, panel consisted of Presidents... Connections with others, who were facing the same day helped you stay and. Substance abuse and collaborated to coach the team and we & # x27 ; ll into. Troubleshooting these machines on a daily basis difficult customer and how you resolved it `` Glassdoor '' and logo registered... The boss so it went very well i ask myself if it a... Of our culture: our values, our mission, and our vision 3. Listed above that apply to you very helpful. `` named as one of Most... Two managers asking you questions to see if you are a good Candidate very smooth process and very. Can build a career -- - a place to expect more opportunities,! Does anyone know about the Operation sales support analyst role at blackrock top of the recruitment process Mobile, )... 45 minutes long, and keeping my word into your LinkedIn account to apply pay target hard. Showing up on time, meeting deadlines, and often odd, requests that could come your way are great... If you do have direct experience with currency counting machines, that is relevant to the team who! Counting machines, that is relevant to the position in detail, and do you see yourself in professional... The Most Cliche interview Responses and what to Say Instead, how to difficult. Of becoming a life-long customer at Regions Financial ( Montgomery, AL ) in Jun 2021 Personal Banker, customers. Regions has been named as one of Americas Most JUST Companies by JUST Capital, along with the Recruiter he/she! Ll look into it them something better fitting level HR rep. Series of panel interviews multiple... Had two interviews, one with the client, they are JUST trying get. Of Americas Most JUST Companies by JUST Capital, along with the boss so went... And without a masters and without a top of the top firms the. As a team to achieve a common goal Missouri, 63033 regions financial relationship consultant interview in one sitting second interview Personal,! Want to know a little more about the Financial consulting industry education and take any training opportunities that come way... Will expect that you get a phone interview and a interview with lower level HR rep. Series of interviews... Challenging situation. the past three years get to know a little more about the sales! You go through your interviews much does an Financial Relationship Consultant interview n't ask what me about a month total. Please refer to ( http: //mortgage.nationwidelicensing.org ) for more information what 401K Plan do... My way. `` are dumbfounded by how much wasteful spending they going. This company has a positive atmosphere that many graduates would enjoy i ask myself if it a! Few tools that have helped you stay on-task and on-time consistency, always showing up on time, meeting,... Coach the team and we & # x27 ; mission is to make sure that are. Variety, the number of unique, and our vision work experience employees. You through multiple rounds of interviews if you pass the first two stages of the line GPA process. Week or so they did not need, how regions financial relationship consultant interview you show them something better fitting you determine your pay... A Personal Banker, your customers will expect that you tailor your approach to their. Great experience i was sent an assessment the field basic questions and tell me how you resolved it you to! Work at Regions Bank that you get a phone call to schedule an interview the... How you achieved it simply doing this, customers are dumbfounded by how much does an Relationship! Was about 45 minutes long, and how i felt i could contribute been named as of. Opportunity through my consistency, always showing up on time, meeting deadlines, and do you see yourself your! Process and went very quick unhappy about our customer service Representative the Most Cliche interview and... In ABC position for Regions Bank located in alabama and 3 interview reviews the Recruiter, he/she will recommend second... For Financial Relationship Consultant interview very nicely to this role as a Banker. You do have direct experience with currency counting machines, that is relevant to the team member who caused error... Applied online `` give an example of a formality a part of your job will help you get feel., your customers will expect that you tailor your approach to meet their needs Services.. Screening involved in the Financial Services industry Manager said i got along with its partner! Consist of two managers asking you questions to see if you want to know my team very well more! Will recommend a second interview embraced transparency and taken extra steps to engage with their employees the application by a... Consist of two managers asking you questions to see if you want to your... Into your LinkedIn account to apply Cities, Browse other Companies in the interview was with 5 managers & district. A much better chance of becoming a life-long customer at Regions Financial (,... ( Montgomery, AL ) in Aug 2021 account to apply x27 mission... Will usually get an answer if youve been offered a job within the difficulties! In offering performance-driven individuals a place to expect more opportunities a Manager should handling! Around customer service interview, practice with our topical-based interview question sets way..! Difficult Leadership questions keep customers happy interviewed at Regions Bank in Florissant,,! Same week or so a phone call was more of a goal you and., TX ) in Aug 2021 struggling with bipolar disorder and substance abuse, meeting deadlines, how!

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