Commercial Relationship Specialist

Regions Bank • Dallas, TX

4d • Onsite

About The Position

The Commercial Relationship Specialist provides general administrative and operational support to Relationship Managers in Commercial Banking and, when assigned, specialized business segments including Agricultural Banking, Government and Institutional Banking, Small Business Administration, and Franchise Lending. The role supports client relationships, credit and loan workflows, client servicing, sales activities, Treasury Management onboarding, and relationship data quality. The position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.

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 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

• 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’ relationship-related servicing requests.
• Attend weekly meetings with Relationship Managers to discuss workflow items, including renewals, 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.
• Coordinate credit application workflows 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 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.
• Support Relationship Managers with 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 accurate client-account data for the relationship team across source systems.
• Maintain OneView administrative data, including client contacts, merged client records, renewal pipeline reports, and prospect/center-of-influence records.
• Organize data in the Relationship Grouping Application (RGA) so client records are grouped correctly for 360 reporting.
• Provide support, if assigned, to clients in specialized Commercial Banking segments such as GIB, SBA, Agricultural Banking, and Capital Markets.
• Complete miscellaneous administrative tasks as assigned.
• May mentor new associates.
• Track time; hours worked over 40 per week are eligible for overtime under the Fair Labor Standards Act.

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

What This Job Offers

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