Regions Bank 2015 Annual Report Download - page 10

The small town of Centreville has faced its own
economic challenges and, with Regions to help guide
her financial future, Ciara wants to contribute to
positive change. When her father passed away she
inherited the building that formerly was the site of his
contracting business. It is there she hopes to, one day,
launch her own business. “My parents stayed in this
town because they really want to build this town up,
to make it better, and to give back to the community.
So my real hope and dream is that I can open up my
educational center. I want to reach out and better
my community. And I can do that with education.”
Regions reaches its 4.4 million customer households
in many ways – through more than 1,600 branches in
16 states, nearly 2,000 ATMs, 1.4 million mobile app
users and more than 90 million Contact Center calls a
year. Through each of those interactions we work to
match our solutions with the unique needs of custom-
ers like Ciara, to deepen relationships, and to deliver
great service that builds upon our reputation for trust.
Deepen Customer Relationships (continued)
Regions 2015 Annual Review
Whether the goal is funding a college education, preparing for retirement or ensuring
that children and grandchildren get o to a good start in life, more individuals and
families are turning to Regions for Wealth Management solutions. In 2015 Regions’
Wealth Management income grew by 10 percent over the previous year. Wealth
Management professionals like Financial Consultant Rachel Link are a big reason
why. “I get to do what I love, working with clients, getting to know them, creating a
relationship where I can provide the solutions that they need,” says Rachel.
Rachel began her Regions career as a teller, was promoted into branch management
and, aer extensive training, moved into a nancial consultant role. At every stop in
her career journey, putting customer needs rst has been instrumental in her success.
“Whenever I initially meet with a client I ask them a lot of questions, get to know them,
nd out about what their current nancial situation is, what their goals are and where
they’re headed in life. Whether they are just starting out, starting a new job, starting a
family, or whether it’s someone that is close to retirement or even in retirement. Then
it’s about creating the right nancial plan that ts their needs. And adjusting it as their
goals and needs change.”
Educating customers about investment choices and products and how they align with
life goals is an important part of the job, as is leveraging Regions360SM to bring the right
solutions and the right bankers to the table to address client needs. But for Rachel,
there’s nothing more rewarding than assisting a customer when help is most needed.
She recalls a memorable example: the daughter of an elderly woman with dementia
who was deeply concerned about being able to aord her mother’s care. The daughter
had power of attorney but had little information about her mother’s assets. With
Rachel’s help and research, several annuities and investment accounts were identied,
enough to fund the mother’s nursing care, and were consolidated into a single place.
Recalls Rachel, “We didn’t make any changes to the investments. Our main goal was
to make this customer’s life better so she could take care of her mother. So that was a
huge relief for her and her sister. That’s the part of my job that I love, because at the
end of the day I know I really helped these people at a diicult time in their lives.”
Refreshed
for Today
Rachel Link,
Financial Consultant,
Jackson, TN
________________________
Regions 2015 Annual Review10 Perspective Regions