Commercial Relationship Specialist - SBA
About The Position
At Regions, the Commercial Relationship Specialist provides general administrative support to Relationship Managers within Commercial Banking and specialized business segments, including Agricultural Banking, Government and Institutional Banking, Small Business Administration, and Franchise Lending. The role supports client relationships, loan and credit workflows, reporting, sales activities, deposit account openings, Treasury Management onboarding, and relationship data administration. The position is full time, 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 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 and 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
- Perform daily support activities related to client relationships and keep Relationship Managers informed as appropriate.
- Serve as a point of contact for Commercial Banking clients' servicing requests.
- Attend weekly meetings with Relationship Managers to discuss workflow, renewals, pipeline items, servicing requests, and 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 loan workflows through closing.
- Manage post-closing requirements, including ticklers and exception citations.
- Manage loan maturity pipelines and help 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.
- Provide 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 guide them to appropriate servicing resources.
- Maintain data integrity for relationship team client accounts across source systems.
- Maintain OneView administrative data, including client contact information, merged records, renewal pipeline reports, and prospect or centers-of-influence records.
- Organize client data in the Relationship Grouping Application to support accurate 360 reporting.
- Support clients in specialized business segments when assigned, including GIB, SBA, Agricultural Banking, and Capital Markets.
- Complete miscellaneous administrative tasks for Relationship Managers.
- Help facilitate training for new associate onboarding and potentially mentor new associates.
Benefits
- Paid vacation/sick time
- 401K 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
Career Level
Mid Level
