Commercial Relationship Specialist
About The Position
At Regions, the Commercial Relationship Specialist provides general administrative support to Relationship Managers within Commercial Banking, including Commercial Banking and specialized 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, sales activities, Treasury Management onboarding, and the accurate maintenance of client data and reports. The position requires tracking 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 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
- Support Relationship Managers with daily activities related to client relationships and keep them informed as appropriate.
- Serve as a point of contact for Commercial Banking clients’ servicing requests.
- Attend scheduled weekly meetings with Relationship Managers to discuss workflow, renewals, new pipeline items, servicing requests, past-due reports, and related matters.
- Prepare reports for Relationship Managers, including 360 Report, Weekly Sales Report, OneView Pipeline Report, maturities, past-due reports, and exception reporting.
- Facilitate and manage credit application workflow for the appropriate credit channel, 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 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 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 guide them to 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 in the Relationship Grouping Application (RGA) so client records are properly grouped for accurate 360 reporting.
- Provide support, if assigned, for clients in specialized Commercial Banking segments such as GIB, SBA, AG, and Capital Markets.
- Perform miscellaneous administrative tasks for Relationship Managers as assigned.
- 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
