Senior Financial Service Associate
Regions Bank formerly AmSouth Bank
- Consult with and cultivate an on-going financial services relationship with clients through the delivery of world class client service.
- Conduct effective interviews and needs analysis with every client.
- Conduct financial analysis and assist the client with financial services that met their needs.Rec
- Conduct cold calls to prospective clients to promote the financial services and loan programs offered by Regions Bank and Morgan Keegan.
- Received and Maintain license to sell variable and fixed annuities.
- Serve as a mentor to train new financial service associates.
- Exceed sales goals and adhere to audit requirements.
- Perform audits for cash draws and vaults to ensure accuracy and consistency.