Commercial Relationship Specialist

Regions Bank • Jacksonville, FL

9d

About The Position

The Commercial Relationship Specialist provides general administrative support to Relationship Managers within Commercial Banking and may support 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, servicing, reporting, sales support, deposit product openings, and Treasury Management onboarding. It also maintains client and pipeline information across Regions’ source systems and may mentor new associates.

This position is based in Jacksonville, Florida, is full-time, and tracks hours. It is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act. The stated target job range is $46,750 minimum to $57,270 median; the job is not incentive eligible. The position may be filled at a higher level depending on 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, 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 weekly meetings with Relationship Managers to discuss workflow, including renewals, pipeline items, servicing requests, and past-due reports.
• Prepare reports for Relationship Managers, including 360, Weekly Sales, OneView Pipeline, maturities, past-due, and exception reports.
• Facilitate and manage credit application workflows, including collecting client financial information, submitting facility applications, and managing loans 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 with 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 accurate client account data in relationship-team source systems.
• Maintain OneView administrative data, including client contact information, client record merges, renewal pipeline reports, and prospect or center-of-influence records.
• Organize client data in the Relationship Grouping Application to support accurate 360 reporting.
• Provide support, if assigned, for specialized Commercial Banking segments such as GIB, SBA, Agricultural Banking, and Capital Markets.
• Complete miscellaneous administrative tasks 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.

What This Job Offers

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