Commercial Relationship Specialist

Regions Bank•Augusta, GA

1d•Onsite

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. This role involves assisting Relationship Managers with daily support activities related to client relationships and serving as a primary point of contact for Commercial Banking clients for all servicing requests. The specialist attends weekly meetings to discuss workflow items like renewals, new pipeline items, and past due reports, and provides various reports including 360 Report, Weekly Sales Report, OneView Pipeline Report, Maturities, Past Due, and Exception Reporting. Key responsibilities also include facilitating and managing credit application workflows, collecting financial information from clients, submitting facility applications, managing loan workflows to closing, and handling post-closing requirements. The specialist manages the Relationship Manager's loan maturity pipeline, acts as a liaison between Credit Products and the Commercial Team, and assists with sales support functions such as marketing requests and client presentations. Additionally, the role involves opening new deposit products, collaborating with the Treasury Management team for client onboarding, maintaining data integrity across client accounts in all source systems, and managing administrative data in OneView and Relationship Grouping Application (RGA). Support for clients in specialized business segments and miscellaneous administrative tasks are also part of the role, with the potential to mentor new associates. This position is eligible for overtime for hours worked in excess of 40 per week.

Requirements

Bachelor's degree and two (2) years of banking or client support experience
Or High School Diploma or GED and three (3) 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, written communication, and organizational skills
Advanced work ethic and self-motivation
Proficiency in Microsoft Office (Word, Excel, PowerPoint)

Nice To Haves

College degree

Responsibilities

Assists Relationship Manager(s) by performing daily support activities related to client relationships and keeps respective Relationship Manager informed when appropriate
Acts as a point of contact for Commercial Banking clients for all servicing requests related to client relationships
Attends weekly scheduled meetings with Relationship Manager(s) to discuss workflow items such as renewals, new pipeline items, servicing requests, past due reports, etc.
Provides reports for Relationship Manager(s) such as 360 Report, Weekly Sales Report, OneView Pipeline Report, Maturities, Past Due and Exception Reporting
Facilitates and manages credit application workflow as it applies to the appropriate credit channel including collecting financial information from clients, submitting facility applications and managing loan workflows to closing
Manages post-closing requirements including tickler requirements and exception citing's
Manages Relationship Manager(s) loan maturity pipeline, ensuring that renewals are approved and closed in a timely manner
Acts as a liaison between Credit Products and the Commercial Team with both underwriting and loan fulfillment processes and procedures and manages due diligence requirements from the field
Assists Relationship Manager(s) with sales support functions to include marketing requests, client and prospect presentations and building prospect information files
Opens new deposit products for clients
Works closely with the Treasury Management team to successfully onboard new Treasury Management clients as well as provide the clients with guidance and aid in locating appropriate resources for servicing
Maintains consistent data integrity for relationship team’s client accounts within all source systems
Maintains OneView administrative data to include updating client contact information, merging client records, managing pipeline reports for renewals and creating prospect/centers of influence (COIs) records
Manages data organization within Relationship Grouping Application (RGA) to ensure client records are properly grouped for accurate 360 reporting
Provides support if assigned for clients in specialized business segments such as GIB, SBA, AG, and Capital Markets within Commercial Banking
Supports Relationship Manager(s) with miscellaneous administrative tasks as assigned
May serve as a mentor for new associates