Regions Bank Fixed Annuity Specialist - Birmingham, AL in Hoover, Alabama

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.

Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. 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. Such information will be stored for a set period of time. You may review, modify, or update your information by visiting and logging into the careers section of the system.

Job Description:

At Regions, the Fixed Annuity Specialist will process fixed annuity documentation received from the agents in the branches in an accurate and timely manner.

Primary Responsibilities

  • Reviews processed paperwork for accuracy and completion

  • Maintains and prioritizes work flow in accordance with internal procedures

  • Communicates with agents and branches as needed for additional documentation, resolution of system issues, and follow up

  • Analyzes data to determine answers to questions from licensed agents and Financial Advisors related to existing annuity accounts and product information

  • Refers unresolved agent/customer grievances to designated departments for further investigation/review

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

Requirements

  • High school diploma or GED

  • Attention to detail and organizational skills are a must

  • Some overtime on an as needed basis

  • Good communication and customer service skills

  • Proficiency with internet based applications

Location:

Hoover, Alabama

EEO/AA/Minorities/Females/Disabled/Veterans

About Regions

At Regions, our culture focuses on five core values that are a commitment to how we will do business:

  • Put people first

  • Do what is right

  • Focus on your customer

  • Reach higher

  • Enjoy life

Through these values, our mission to make life better drives our desire to improve and make a positive difference in the communities where we work and live through financial investments and volunteering.

EEO/AA/Minorities/Females/Disabled/Veterans