Corporate Relationship Specialist- Technology & Defense

Corporate Relationship Specialist

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

Preferences

• Bachelor's Degree

Skills and Competencies

• 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

Onsite expectations of 4 days per week (Monday-Friday) with every Friday worked from home.

Position Type

Full time

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target:

Minimum:

$53,025.00 USD

Median:

$66,832.50 USD

Incentive Pay Plans:

This job is not incentive eligible.

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

• Paid Vacation/Sick Time
• 401K 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

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please visit the provided link.

Location Details

Charlotte Uptown

Location: Charlotte, North Carolina

Equal Opportunity Employer/including Disabled/Veterans

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.