Commercial Relationship Specialist

Regions Bank•Fort Lauderdale, FL

8d•$49,088 - $60,134

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, servicing requests, credit and loan workflows, sales support, deposit product openings, Treasury Management onboarding, and the accuracy and organization of client data. The position may be filled at a higher level depending on the candidate’s qualifications and relevant experience. This position tracks time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act. It is a full-time position located in Fort Lauderdale, Florida. The job is not incentive eligible.

Requirements

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

Nice To Haves

College degree.

Responsibilities

Assist Relationship Managers with daily support activities related to client relationships and keep them informed as appropriate.
Serve as a point of contact for Commercial Banking clients’ servicing requests related to their relationships.
Attend weekly scheduled meetings with Relationship Managers to discuss workflow, including renewals, new pipeline items, servicing requests, and past-due reports.
Provide Relationship Managers with reports, including 360 Report, Weekly Sales Report, OneView Pipeline Report, maturities, past-due, and exception reporting.
Facilitate and manage credit application workflows, including collecting client financial information, submitting facility applications, and managing loan workflows through closing.
Manage post-closing requirements, including tickler requirements and exception citations.
Manage Relationship Managers’ loan maturity pipelines and ensure renewals are approved and closed in a timely manner.
Liaise between Credit Products and the Commercial Team on underwriting and loan fulfillment processes and procedures, and manage field due diligence requirements.
Assist Relationship Managers with sales support, including marketing requests, client and prospect presentations, and prospect information files.
Open new deposit products for clients.
Work with the Treasury Management team to onboard new clients and provide guidance and help clients locate appropriate servicing resources.
Maintain data integrity for relationship team client accounts across source systems.
Maintain OneView administrative data, including updating client contact information, merging client records, managing renewal pipeline reports, and creating prospect and centers-of-influence records.
Manage data organization within the Relationship Grouping Application to ensure client records are properly grouped for accurate 360 reporting.
Provide support, if assigned, to clients in specialized business segments such as Government and Institutional Banking, Small Business Administration, Agricultural Banking, and Capital Markets.
Support Relationship Managers with miscellaneous administrative tasks as assigned.
May mentor new associates.