Corporate Relationship Specialist

Regions Bank•Clayton, MO

4d•Onsite

About The Position

At Regions, the Corporate Relationship Specialist provides general administrative and sales support to Corporate Relationship Managers and renders an extraordinarily high level of services to corporate bank clients. Primary Responsibilities Acts as the primary point of contact for the Corporate Banking clients and managing all servicing requests related to the client’s overall banking relationship Performs daily support activities related to client relationships and keeping the respective Relationship Managers (RMs) informed of client activity and interactions, as appropriate Responsible for data integrity for the overall portfolio ensuring that discrepancies are identified and resolved in a timely and efficient manner Effectively communicates, internally and externally, to resolve client issues and concerns Demonstrated ability to manage multiple priorities in a changing, fast paced environment Supports the Relationship Manager(s) with miscellaneous administrative tasks Proactively identify and execute on process improvements to enhance client experience and deal team effectiveness Assists with event execution, special projects and pitch books Deposits: Collaborates with RM to determine best deposit solutions Opens/Closes new deposit products Collects, reviews, and scans all necessary KYC (Know Your Customer) documents Works closely with Treasury Management (TM) Team to successfully onboard new clients Provides guidance to deposit client and route to appropriate TM resource for servicing Pulls daily Non-Sufficient Funds (NSF/Overdrafts) Processes deposit account maintenance Completes deposit account research and requests Works closely with Branches to ensure corporate clients are onboarded with ongoing client servicing Credits/Loans: Acts as liaison between Credit Products Underwriting, Corporate Loan Fulfillment and the Relationship Management teams Conducts and assists in loan due diligence including collecting documentation and record keeping, etc. Assists with due diligence and application for letter of credit closing (i.e., new, renewal, modification) Assists in clearing Post-Closing Loan Documentation Exceptions Processes loan payments Process subsequent advances on lines of credit Compliance/Regulatory: Maintains data integrity in all applicable systems Creates Account Record in OneView, to serve as client CIP form Collects client information on all applicable parties and entities Obtains and reviews entity documentation for all applicable clients/parties to transaction Completes Beneficial Ownership (BO) Certification Forms Follows all appropriate procedures for properties located in a Special Flood Hazard Area (SFHA) Reporting: Manages data organization within RGA to ensure client records are properly grouped for accurate 360 reporting Compiles reports for Relationship Manager(s) such as 360 Report, Power BI Reports, OneView Pipeline Report, Overdrafts Report, Maturities, Past Due and Exception Reporting May guide and/or train less experienced Corporate Relationship Specialists This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.

Requirements

High School Diploma or GED and six (6) or more years general banking experience
Or, a Bachelor's degree and four (4) years banking or client support experience
Ability to communicate effectively with team members and management while understanding confidentiality to sensitive information
Ability to develop and maintain effective working relationships with internal and external partners
Demonstrated ability to independently identify goals; prioritize tasks and execute tasks to meet deadlines
Demonstrated ability to manage multiple priorities in changing, fast-paced environment
Demonstrates administrative experience, time management and troubleshooting skills
Exceptional customer service skills, over the phone and in person, with our customers and internal departments
Proficient in MS Office
Proactively seeks opportunities to execute tasks effectively; without direct supervision
Proven experience working independently with minimal supervision
Strong organization skills and able to think analytically

Responsibilities

Acts as the primary point of contact for the Corporate Banking clients and managing all servicing requests related to the client’s overall banking relationship
Performs daily support activities related to client relationships and keeping the respective Relationship Managers (RMs) informed of client activity and interactions, as appropriate
Responsible for data integrity for the overall portfolio ensuring that discrepancies are identified and resolved in a timely and efficient manner
Effectively communicates, internally and externally, to resolve client issues and concerns
Demonstrated ability to manage multiple priorities in a changing, fast paced environment
Supports the Relationship Manager(s) with miscellaneous administrative tasks
Proactively identify and execute on process improvements to enhance client experience and deal team effectiveness
Assists with event execution, special projects and pitch books
Collaborates with RM to determine best deposit solutions
Opens/Closes new deposit products
Collects, reviews, and scans all necessary KYC (Know Your Customer) documents
Works closely with Treasury Management (TM) Team to successfully onboard new clients
Provides guidance to deposit client and route to appropriate TM resource for servicing
Pulls daily Non-Sufficient Funds (NSF/Overdrafts)
Processes deposit account maintenance
Completes deposit account research and requests
Works closely with Branches to ensure corporate clients are onboarded with ongoing client servicing
Acts as liaison between Credit Products Underwriting, Corporate Loan Fulfillment and the Relationship Management teams
Conducts and assists in loan due diligence including collecting documentation and record keeping, etc.
Assists with due diligence and application for letter of credit closing (i.e., new, renewal, modification)
Assists in clearing Post-Closing Loan Documentation Exceptions
Processes loan payments
Process subsequent advances on lines of credit
Maintains data integrity in all applicable systems
Creates Account Record in OneView, to serve as client CIP form
Collects client information on all applicable parties and entities
Obtains and reviews entity documentation for all applicable clients/parties to transaction
Completes Beneficial Ownership (BO) Certification Forms
Follows all appropriate procedures for properties located in a Special Flood Hazard Area (SFHA)
Manages data organization within RGA to ensure client records are properly grouped for accurate 360 reporting
Compiles reports for Relationship Manager(s) such as 360 Report, Power BI Reports, OneView Pipeline Report, Overdrafts Report, Maturities, Past Due and Exception Reporting
May guide and/or train less experienced Corporate Relationship Specialists