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 business segments such as Agricultural Banking (AG), Government and Institutional Banking (GIB), Small Business Administration (SBA), and Franchise Lending. The role supports client relationships and servicing, credit workflows, loan renewals and closings, reporting, sales support, deposit account openings, and Treasury Management client onboarding. It also maintains client and pipeline data across source systems and applications, may support specialized business segments, and may mentor new associates. The 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 based at the Orlando Main location in Orlando, Florida.
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, 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 client-relationship support and keep them informed as appropriate.
- Serve as a point of contact for Commercial Banking clients' servicing requests related to client relationships.
- Attend 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 loan workflows through closing.
- Manage post-closing requirements, including tickler requirements and exception citing's.
- 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 help clients locate appropriate servicing resources.
- Maintain accurate relationship-team client account data across source systems.
- Maintain OneView administrative data, including client contact information, merged client records, renewal pipeline reports, and prospect/center of influence records.
- Manage data organization within the Relationship Grouping Application (RGA) to support accurate 360 reporting.
- Provide support, if assigned, for specialized business segments such as GIB, SBA, AG, and Capital Markets within Commercial Banking.
- Perform miscellaneous administrative tasks as assigned by Relationship Managers.
- 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
Career Level
Entry Level
