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Commercial Relationship Specialist

$37.41k

Regions Bank

Job Description The Commercial Relationship Specialist provides general administrative support to Relationship Managers within Commercial Banking. The role includes Commercial Banking and specialized business segments such as Agricultural Banking (AG), Government and Institutional Banking (GIB), Small Business Administration (SBA), and Franchise Lending. Primary Responsibilities Assists Relationship Manager(s) by performing daily support activities related to client relationships and keeps respective Relationship Manager informed when appropriate. Acts as point of contact for Commercial Banking clients for all servicing requests related to client relationship. Attends weekly scheduled meetings with Relationship Manager(s) to discuss workflow items such as renewals, new pipeline items, servicing requests, and past‑due reports. Provides reports such as 360 Report, Weekly Sales Report, OneView Pipeline Report, Maturities, Past‑Due and Exception Reporting. Facilitates and manages credit application workflow, including collecting financial information from clients, submitting facility applications, and managing loan workflow to closing. Manages post‑closing requirements such as tickler requirements and exception citations. Manages loan maturity pipeline, ensuring renewals are approved and closed in a timely manner. Acts as liaison between Credit Products and the Commercial Team, managing due‑diligence collection from clients. Assists with sales support functions, including marketing requests, client and prospect presentations, and building prospect information files. Opens new deposit products for clients. Works closely with Treasury Management to onboard new clients and provide guidance to existing clients. Maintains consistent data integrity for client accounts across source systems. Maintains OneView administrative data, updating contact information, merging records, managing pipeline reports, and creating COI records. Manages data organization within the Relationship Grouping Application (RGA) for accurate 360 reporting. Provides support for specialized business segments such as GIB, SBA, and AG. Supports miscellaneous administrative tasks as assigned. Requirements Bachelor’s degree. Or High School Diploma or GED plus two (2) years of general banking experience. Preferences College degree. Skills And Competencies Ability to partner with various internal partners across the organization. Ability to research, analyze data, and derive facts. Proficiency in Microsoft Office (Word, Excel, PowerPoint). Strong verbal, written communication, and organizational skills. Strong work ethic and self‑motivation. 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 that directly impact pay include experience, skills, knowledge, contribution, job location and performance. Minimum: $37,410.00 USD Median: $45,184.40 USD Incentive Pay Plans: This job is not incentive eligible. Benefits Information 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 Location Details Starkville Main, Starkville, Mississippi. Equal Opportunity Employer Including disabled and veterans. #J-18808-Ljbffr Regions Bank

Vacancy posted 5 days ago
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