Commercial Relationship Specialist - SBA
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 (AG), Government and Institutional Banking (GIB), Small Business Administration (SBA), and Franchise Lending. The role supports client relationships, credit and loan workflows, servicing, reporting, sales support, deposit products, and Treasury Management onboarding. It also maintains client and pipeline data, assists with new associate onboarding, and may mentor new associates. This position is based at Greenway Plaza in Houston, Texas. It tracks time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.
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 various 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.
- Excellent work ethic and self-motivation.
Nice To Haves
- College degree.
Responsibilities
- Assist Relationship Managers with daily support activities related to client relationships and keep them informed when appropriate.
- Serve as a point of contact for Commercial Banking clients regarding servicing requests.
- Attend scheduled weekly meetings with Relationship Managers to discuss workflow, including renewals, new pipeline items, servicing requests, and past-due reports.
- Prepare reports for Relationship Managers, including 360 Reports, Weekly Sales Reports, OneView Pipeline Reports, maturities, past-due reports, and exception reports.
- Facilitate and manage credit application workflows, including collecting client financial information, submitting facility applications, and managing loans through closing.
- Manage post-closing requirements, including tickler requirements and exception citations.
- Manage loan maturity pipelines and help ensure renewals are approved and closed on time.
- Liaise between Credit Products and the Commercial Team on underwriting and loan fulfillment processes and procedures, and manage field due diligence requirements.
- Assist with sales support, 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 help clients find appropriate servicing resources.
- Maintain accurate client account data within relationship team source systems.
- Maintain OneView administrative data, including client contact information, merged client records, renewal pipeline reports, and prospect and centers of influence records.
- Organize client data in the Relationship Grouping Application (RGA) to ensure accurate grouping and 360 reporting.
- Provide support, if assigned, for specialized Commercial Banking segments such as GIB, SBA, AG, and Capital Markets.
- Complete miscellaneous administrative tasks for Relationship Managers as assigned.
- Help facilitate training for new associate onboarding and may mentor new associates.
Benefits
- Paid vacation and sick time
- 401(k) with company match
- Medical, dental, and vision benefits
- Disability benefits
- Health Savings Account
- Flexible Spending Account
- Life insurance
- Parental leave
- Employee Assistance Program
- Associate Volunteer Program
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What This Job Offers
Job Type
Full-time
