Commercial Relationship Specialist

Regions Bank • Sarasota, FL

8d • Onsite

About The Position

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, data integrity, and client servicing. It serves as a contact for Commercial Banking clients’ servicing requests and as a liaison between Credit Products and the Commercial Team. The specialist may also support clients in specialized segments such as Capital Markets and may mentor new associates.

This is a full-time position based in Sarasota, Florida. It is eligible for overtime for hours worked in excess of 40 per week and is not incentive eligible. 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, analyze data, and derive facts.
• Advanced verbal and written communication and organizational skills.
• Strong 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 support activities related to client relationships and keep them informed as appropriate.
• Act as a point of contact for Commercial Banking clients’ servicing requests.
• Attend weekly meetings with Relationship Managers to discuss workflow items, including renewals, pipeline items, servicing requests, and past-due reports.
• Prepare reports, including 360 Report, Weekly Sales Report, OneView Pipeline Report, maturities, past-due reports, and exception reports.
• Facilitate credit application workflows, including collecting clients’ 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 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 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 provide guidance and help locating servicing resources.
• Maintain data integrity for relationship-team client accounts across source systems.
• Maintain OneView administrative data, including client contact information, client record merges, renewal pipeline reports, and prospect and centers-of-influence records.
• Manage data organization in the Relationship Grouping Application (RGA) to ensure client records are grouped for accurate 360 reporting.
• Provide support, if assigned, for clients in specialized business segments such as Government and Institutional Banking, SBA, Agricultural Banking, and Capital Markets.
• Perform miscellaneous administrative tasks and, when applicable, 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