Commercial Relationship Specialist
About The Position
At Regions, the Commercial Relationship Specialist provides general administrative support to Relationship Managers within Commercial Banking, including 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, credit and loan workflows, sales activities, deposit account openings, Treasury Management onboarding, and the accuracy and organization of client data. The position is full time, based in Dallas, Texas, and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act. It is not incentive eligible.
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.
- 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 activities related to client relationships and keep them informed as appropriate.
- Act as a point of contact for Commercial Banking clients’ servicing requests.
- Attend scheduled weekly meetings with Relationship Managers to discuss workflow items, including renewals, pipeline items, servicing requests, and reports.
- Provide Relationship Managers with reports such as 360, Weekly Sales, OneView Pipeline, maturities, past due, and exception reports.
- Facilitate credit application workflows, including collecting client financial information, submitting facility applications, and managing loan workflows through closing.
- Manage post-closing requirements, including ticklers 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 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 data integrity for relationship team client accounts across source systems.
- Maintain OneView administrative data, including client contact information, merged client records, renewal pipeline reports, and prospect/center-of-influence records.
- Manage client data organization in the Relationship Grouping Application (RGA) to support accurate 360 reporting.
- Provide support, if assigned, to 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.
- Track working time; overtime is eligible for hours worked in excess of 40 per week.
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
Mid Level
