Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Commercial Relationship Specialist

$51.89k

Regions Financial Corporation

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. At Regions, the Commercial Relationship Specialist provides general administrative support to Relationship Managers within Commercial Banking to include Commercial Banking and/or specialized business segments of 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 a point of contact for Commercial Banking clients for all servicing requests related to client relationships Attends weekly scheduled meetings with Relationship Manager(s) to discuss workflow items such as renewals, new pipeline items, servicing requests, past due reports, etc. Provides reports for Relationship Manager(s) such as 360 Report, Weekly Sales Report, OneView Pipeline Report, Maturities, Past Due and Exception Reporting Facilitates and manages credit application workflow as it applies to the appropriate credit channel including collecting financial information from clients, submitting facility applications and managing loan workflows to closing Manages post-closing requirements including tickler requirements and exception citing's Manages Relationship Manager(s) loan maturity pipeline, ensuring that renewals are approved and closed in a timely manner Acts as a liaison between Credit Products and the Commercial Team with both underwriting and loan fulfillment processes and procedures and manages due diligence requirements from the field Assists Relationship Manager(s) with sales support functions to include marketing requests, client and prospect presentations and building prospect information files Opens new deposit products for clients Works closely with the Treasury Management team to successfully onboard new Treasury Management clients as well as provide the clients with guidance and aid in locating appropriate resources for servicing Maintains consistent data integrity for relationship team’s client accounts within all source systems Maintains OneView administrative data to include updating client contact information, merging client records, managing pipeline reports for renewals and creating prospect/centers of influence (COIs) records Manages data organization within Relationship Grouping Application (RGA) to ensure client records are properly grouped for accurate 360 reporting Provides support if assigned for clients in specialized business segments such as GIB, SBA, AG, and Capital Markets within Commercial Banking Supports Relationship Manager(s) with miscellaneous administrative tasks as assigned May serve as a mentor for new associates 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 Bachelor's degree and two (2) years of banking or client support experience Or High School Diploma or GED and three (3) 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 Advanced verbal, written communication, and organizational skills Advanced work ethic and self-motivation Proficiency in Microsoft Office (Word, Excel, PowerPoint) This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience. 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: $51,892.50 USD 50th Percentile: $63,569.70 USD Incentive Pay Plans This job is not incentive eligible. Location Houston, Texas 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. #J-18808-Ljbffr Regions Financial Corporation

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Commercial Relationship Specialist in Houston, TX vacancy
  • DescriptionSummary: The Commercial Relationship Service Specialist II is the primary point of contact for assigned Commercial customers and Relationship Managers. The CML RSS II works independently and in partnership with the Relationship Manager by providing a best-in... 
    Suggested
    Full time
    H1b
    Work at office
    Remote work
    Work from home
    Flexible hours

    Cadence Bank

    Houston, TX
    4 days ago
  •  ...Relationship Development Manager At Commercial Fire Protection, we do more than fire safetywe deliver peace of mind. Every day, we step up as heroes, solving problems, ensuring compliance, and building trust. Backed by cutting-edge technology like FireCloud and a culture... 
    Suggested
    Local area

    Commercial Fire Protection

    Houston, TX
    5 days ago
  • Position Summary Client Relationship Executive (CRE) - Energy & Chemicals - Sales Vice President, Strategic Relationship ManagementAre you driven by a passion for spearheading industry-leading business development initiatives? Do you excel in cultivating business... 
    Suggested
    Shift work

    Deloitte

    Houston, TX
    2 days ago
  • $167.3k - $278.9k

    Position Summary Client Relationship Executive (CRE) - Auto/Consumer - Sales Vice President, Strategic Relationship ManagementAre you driven by a passion for spearheading industry-leading business development initiatives? Do you excel in cultivating business relationships... 
    Suggested
    Visa sponsorship
    Shift work

    Deloitte

    Houston, TX
    3 days ago
  •  ...posting Summary The Private Client Relationship Manager (PCRM) is responsible for...  ...and wealth planning, utilizing internal specialists. Lead client conversations with advanced...  ...private banking, wealth management or commercial banking. ~ Proven record managing affluent... 
    Suggested
    Full time
    Work at office

    First Horizon

    Houston, TX
    1 day ago
  • $122.5k - $423.78k

     ...LevelDirectorJob Description & SummaryThe OpportunityAs a Client Relationship Executive - Financial Crimes Managed Services, you will play...  ..., understanding that quality, integrity, inclusion, and a commercial mindset are foundational to our success.In this role at PwC,... 
    Full time
    Contract work
    Temporary work
    H1b
    Local area

    PwC

    Houston, TX
    7 hours ago
  • $122.5k - $423.78k

     ...SectorNot ApplicableSpecialismIFS - Clients & MarketsManagement LevelDirectorJob Description & SummaryThe OpportunityAs a Client Relationship Executive - Cyber Managed Services, you will play a pivotal role in establishing and nurturing strategic partnerships to enhance... 
    Full time
    H1b

    PwC

    Houston, TX
    1 day ago
  •  ...services firm in Houston is seeking a Private Client Advisor to deliver personalized investment solutions and build strong client relationships. The role requires at least 2 years of financial advising experience and a commitment to client education on investment... 

    JPMorgan Chase & Co.

    Houston, TX
    1 day ago
  •  ...inspired. Want to hear directly from our team? Visit and explore our culture on LinkedIn and Instagram. What You’ll Do As a Client Relationship Manager I, you will be the principal relationship leader for one or more regional clients, driving Total Project Success across... 
    Full time
    Temporary work
    Work at office
    Immediate start
    Flexible hours

    Smith Seckman Reid

    Houston, TX
    2 days ago
  •  ...Associate. You will provide timely and accurate client transactions, maintain records, and support outbound calling and Integrated Relationship Management activities to understand client needs. You will educate clients on digital banking options, assist with new accounts,... 
    Full time
    Remote work

    Truist

    Bellaire, TX
    4 days ago
  •  ...Customer Relationship Manager - Capital If you are looking for a career at a dynamic company with a people-first mindset and a deep...  ...Responsible for the accurate preparation of contracts, Uniform Commercial Code (UCC's) and Purchase Money Security Interest (PMSI)... 
    Temporary work
    Local area

    ACV Auctions

    Houston, TX
    3 days ago
  •  ...Client Banker to serve affluent clients and manage their banking relationships within the Branch. You will act as the main point of contact,...  ...products and services. In this role you will partner with specialists to connect clients with experts, promote self-service options... 

    JPMorgan Chase & Co.

    Houston, TX
    3 days ago
  •  ...Banker to manage a select group of affluent clients and their complete banking needs. The role involves generating growth through relationship management, providing tailored financial education, and adhering to regulatory requirements. Successful candidates should have... 
    Afternoon shift

    JPMorgan Chase & Co.

    Houston, TX
    1 day ago
  •  ...methods of success, a proactive approach, and having fun while earning what you’re worth with a lot of really awesome people. Client Relationship Manager (Outside B2B Sales) Sales Territory: Local Radius to Houston, TX Workplace: Hybrid of Field, Remote, Office... 
    Work at office
    Local area
    Remote work

    Ernest

    Houston, TX
    2 days ago
  •  ...TX Summary The Private Client Relationship Manager will provide business depository...  ...by a platform that has the resources, specialists, and intellectual capital to help you advise...  ...The Company and its subsidiaries offer commercial, private banking, consumer, small... 
    Temporary work
    Work experience placement
    Local area

    First Horizon

    Houston, TX
    4 days ago
  •  ...Customer Relationship Manager Location: Work From Home, XX - Home Office, United States, n/a Company: Chart Industries Ensuring Chart's Success... At Chart, we design and build some of the world's most advanced cryogenic equipment-that's how our " Cooler... 
    Temporary work
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Chart Industries

    Houston, TX
    2 days ago
  • $122.5k - $423.78k

     ...SectorNot ApplicableSpecialismIFS - Clients & MarketsManagement LevelDirectorJob Description & SummaryThe OpportunityAs a Client Relationship Executive - Office of the CFO Managed Services, you will play a pivotal role in fostering and maintaining strategic alliances... 
    Full time
    H1b
    Work at office

    PwC

    Houston, TX
    1 day ago
  • $61.6k - $80.85k

     ...Commercial Sales Support Specialist Driven by 130 years of legacy, HVAC and refrigeration success, Lennox provides our residential and commercial...  ...related experience. Strong abilities with building relationships, listening, persuading, negotiating and managing time.... 
    Temporary work
    Work at office

    Lennox International Inc

    Houston, TX
    4 days ago
  • $50k - $150k

     ...authority, and conclude sales orders to meet revenue targets.Identify, research, and contact prospective customers and build positive relationships to generate future sales and repeat business.Refer sales leads, customer feedback, and information on competitor activity to... 
    Work experience placement
    Shift work

    R.R. Donnelley & Sons Company

    Houston, TX
    2 days ago
  • $122.5k - $423.78k

     ...Client Relationship Executive Financial Crimes Managed Services The Opportunity As a Client Relationship Executive Financial Crimes...  ...reputation, understanding that quality, integrity, inclusion, and a commercial mindset are foundational to our success. In this role at... 
    Contract work
    Temporary work
    Local area

    PwC (US)

    Houston, TX
    2 days ago
  • $172k - $258k

     ...Client Relationship Executive Commercial (Director) Grant Thornton is seeking a Client Relationship Executive Commercial (Director) to join the team. Approved office locations can be found below. Grant Thornton is seeking a Commercial Director Client Relationship... 
    Full time
    Work at office

    Grant Thornton LLP

    Houston, TX
    2 days ago
  •  ...comfort heating systems for residential, commercial, and institutional buildings since 1881...  ...all make an impact. As a Commercial Specialist you will be responsible for achieving sales...  ...competitive landscape and channel relationships with contractors, facility engineers, and... 
    For contractors
    Local area
    Flexible hours
    Night shift

    Weil-McLain

    Houston, TX
    5 days ago
  •  ...CFOs / Prospects to uncover their goals/objectives and nurture opportunities for our sales team to plug in and execute.Maintain Relationships with Prospects/Clients met at these events to keep them informed about the various things happening and keep HighRadius at the top... 
    Flexible hours

    HighRadius

    Houston, TX
    3 days ago
  •  ...value?Are you passionate about delivering technically robust and commercially effective intervention strategies across the offshore...  ...Initiatives, you will be responsible for:Establishing customer relationship, generate sales leads and pursue sales opportunities in the intervention... 
    Full time
    Work from home
    Worldwide
    Flexible hours

    Baker Hughes

    Houston, TX
    4 days ago
  • $108.91k - $136.14k

     ...commission plans motivate you? If so, we have an exciting opportunity in our business development team that would allow you to establish relationships and secure contracts for our robust Logistics operations through direct and indirect sales methods.In this role you will... 
    Base plus commission
    Contract work
    Temporary work
    Work at office
    Flexible hours
    Shift work

    CEVA Logistics

    Houston, TX
    7 hours ago
  • $66.7k - $124.7k

     ...diverse teams and take your career wherever you want it to go.  Join EY and help to build a better working world. Administrative Relationship Manager Position – Supervising Associate The opportunity The Relationship Manager, Supervising Associate, will be... 
    Work experience placement
    Summer holiday
    Local area
    Flexible hours

    EY

    Houston, TX
    2 days ago
  • $70k - $75k

     ...best-in-class data and analytics to design and implement marketing strategies that deliver outstanding results for your clients. Relationship Building : Develop and maintain strong relationships with small and medium-sized businesses. Use your determination and skills... 
    Casual work
    Local area
    Remote work

    GrabJobs

    Houston, TX
    3 days ago
  •  ...territory management. Strong problem identification and objection resolution skills. Able to build and maintain lasting relationships with customers. Exceptional verbal communication and presentation skills. Excellent listening skills. Self-... 
    Weekly pay
    Full time
    Contract work
    Work experience placement
    Local area

    Treasurefy

    Houston, TX
    1 day ago
  • $77k - $154k

     ...Commercial Loan Closing Specialist Sr. The Commercial Loan Closing Specialist Sr. is responsible for reviewing and organizing all necessary documentation...  ...Loan Closer Sr.'s work closely with Underwriters and Relationship Managers to resolve any outstanding issues and... 
    Work at office
    Remote work
    Work from home
    Flexible hours

    Huntington

    Houston, TX
    5 days ago
  • $78.5k - $80k

     ...Showcase points of differentiation and unique selling points between the brand's portfolio and our competitors • Create and foster relationship with key stakeholders: Local trade community, sales, distributor, promoters, staff and consumers • Design custom activities... 
    Work at office
    Local area

    Team Enterprises

    Houston, TX
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Commercial Relationship Specialist. Be the first to apply!