Commercial Relationship Specialist - SBA

Regions Bank • Houston, TX

5d • Onsite

About The Position

At Regions, the Commercial Relationship Specialist provides general administrative support to Relationship Managers within Commercial Banking, including Commercial Banking and specialized business segments such as Agricultural Banking, Government and Institutional Banking, Small Business Administration, and Franchise Lending. The role supports client relationships, credit and loan workflows, reporting, sales activities, deposit products, and Treasury Management onboarding and servicing. The position also maintains accurate client and pipeline data, assists with onboarding and training, and may mentor new associates.

Requirements

• Bachelor’s degree and three years of banking or client-support experience, or a high school diploma or GED and four years of general banking experience.
• Ability to lead and mentor others.
• Ability to partner with internal partners across the organization.
• Ability to research, analyze data, and derive facts.
• Proficiency in Microsoft Office, including Word, Excel, and PowerPoint.
• Excellent verbal and written communication and organizational skills.
• Strong work ethic and self-motivation.

Nice To Haves

• College degree.

Responsibilities

• Assist Relationship Managers with daily client-relationship support and keep them informed of relevant matters.
• Serve as a point of contact for Commercial Banking clients’ servicing requests.
• Attend scheduled weekly meetings with Relationship Managers to discuss workflow, including renewals, pipeline items, servicing requests, and past-due reports.
• Prepare reports for Relationship Managers, including 360, Weekly Sales, OneView Pipeline, maturities, past-due, and exception reports.
• Facilitate credit application workflows, including collecting client financial information, submitting facility applications, and managing loans through closing.
• Manage post-closing requirements, including ticklers and exception citations.
• Manage loan maturity pipelines and help ensure renewals are approved and closed on time.
• Act as a liaison between Credit Products and the Commercial Team for underwriting and loan fulfillment processes, and manage field due-diligence requirements.
• Support sales activities, including marketing requests, client and prospect presentations, and prospect information files.
• Open new deposit products for clients.
• Work with Treasury Management to onboard new clients and guide them to appropriate servicing resources.
• Maintain data integrity for relationship-team client accounts across source systems.
• Maintain OneView administrative data, including client contacts, merged records, renewal pipeline reports, and prospect or center-of-influence records.
• Organize client data in the Relationship Grouping Application to support accurate 360 reporting.
• Provide support, if assigned, to clients in specialized Commercial Banking segments such as GIB, SBA, AG, and Capital Markets.
• Complete miscellaneous administrative tasks for Relationship Managers.
• Help facilitate training for new associates and potentially mentor new associates.

Benefits

• Paid vacation and sick time
• 401(k) with company match
• Medical benefits
• Dental benefits
• Vision benefits
• Disability benefits
• Health Savings Account
• Flexible Spending Account
• Life insurance
• Parental leave
• Employee Assistance Program
• Associate Volunteer Program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level