Commercial Relationship Specialist

Regions Bank • Fort Lauderdale, FL

8d

About The Position

The Commercial Relationship Specialist provides general administrative support to Relationship Managers within Commercial Banking and its specialized business segments, including Agricultural Banking, Government and Institutional Banking, Small Business Administration, and Franchise Lending. The role supports client relationships and servicing, credit application and loan workflows, renewals, reporting, data integrity, sales support, and onboarding of Treasury Management clients. It may also include mentoring new associates and other administrative tasks as assigned. This position tracks time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act. The role is full-time and located in Fort Lauderdale, Florida. 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.
• 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 activities related to client relationships and keep them informed as appropriate.
• Serve 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 Report, Weekly Sales Report, OneView Pipeline Report, 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 citations.
• Manage loan maturity pipelines and ensure renewals are approved and closed in a timely manner.
• Liaise between Credit Products and the Commercial Team regarding 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 help them locate appropriate servicing resources.
• Maintain accurate client account data across relationship team source systems.
• Maintain OneView administrative data, including client contacts, merged client records, renewal pipeline reports, and prospect or center-of-influence records.
• Manage Relationship Grouping Application data so client records are grouped properly for accurate 360 reporting.
• Support clients in specialized Commercial Banking segments, if assigned, including GIB, SBA, Agricultural Banking, and Capital Markets.
• Complete miscellaneous administrative tasks for Relationship Managers as assigned.
• May mentor new associates.

Benefits

• Paid vacation and sick time
• 401(k) with company match
• Medical benefits
• Dental insurance
• Vision insurance
• 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: Entry Level