Commercial Relationship Specialist
About The Position
At Regions, the Commercial Relationship Specialist provides general administrative support to Relationship Managers within Commercial Banking and/or specialized business segments, including Agricultural Banking (AG), Government and Institutional Banking (GIB), Small Business Administration (SBA), and Franchise Lending. The role supports client relationships, credit workflows, lending and deposit services, Treasury Management onboarding, sales support, and the maintenance of accurate client and pipeline data. 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 various 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 related to their relationships.
- Attend weekly meetings with Relationship Managers to discuss workflow, renewals, pipeline items, servicing requests, and past-due reports.
- Provide Relationship Managers with reports, including 360 Reports, Weekly Sales Reports, OneView Pipeline Reports, 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 Relationship Managers’ 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 Relationship Managers 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 guide them to appropriate servicing resources.
- Maintain accurate relationship-team client account data across source systems.
- Maintain OneView administrative data, including client contact information, merged client records, renewal pipeline reports, and prospect/center of influence records.
- Manage data organization in the Relationship Grouping Application (RGA) so client records are grouped accurately for 360 reporting.
- Provide support, if assigned, to clients in specialized Commercial Banking segments such as GIB, SBA, AG, and Capital Markets.
- Support Relationship Managers with 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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
