Commercial Banking Client Relations Specialist

Regions Bank; Florida; On-site; USD 42,000 - 51,000; Full time

Benefits offered by this job

401K with Company Match

Medical, Dental and Vision Benefits

Health Savings Account

Life Insurance

Paid Vacation/Sick Time

Job summary

Regions is seeking a Commercial Relationship Specialist to provide essential administrative support within Commercial Banking, including AG, GIB, SBA, and Franchise Lending. You will partner with Relationship Managers to manage client relationships, prepare reports, and coordinate credit workflows across underwriting and loan fulfillment.

The role emphasizes data integrity, strong communication, and collaboration with Treasury Management to onboard clients.

Qualifications

• Bachelor's degree and two years of banking or client support experience
• Or High School Diploma or GED and three years of general banking experience

Responsibilities

• Assist Relationship Manager with daily support activities related to client relationships and inform RM as appropriate
• Act as a point of contact for Commercial Banking clients for servicing requests
• Attend weekly meetings to discuss workflow items and renewals
• Provide reports such as 360 Report, Weekly Sales Report, OneView Pipeline Report, Maturities, Past Due
• Facilitate and manage credit application workflow including collecting financial information and submitting facility applications
• Manage post-closing requirements and loan maturity pipeline
• Liaise between Credit Products and Commercial Team for underwriting and loan fulfillment
• Support RM with marketing requests, client/prospect presentations, and prospect data files
• Open new deposit products and onboard Treasury Management clients

Skills

Partnership with internal teams

Data analysis

Communication (verbal & written)

Organization

MS Office (Word, Excel, PowerPoint)

Education

Bachelor's degree + 2 years banking experience

HS diploma or GED + 3 years banking experience

Tools

Microsoft Office (Word, Excel, PowerPoint)

Job description

Regions is seeking a Commercial Relationship Specialist to provide essential administrative support within Commercial Banking, including AG, GIB, SBA, and Franchise Lending. You will partner with Relationship Managers to manage client relationships, prepare reports, and coordinate credit workflows across underwriting and loan fulfillment.

The role emphasizes data integrity, strong communication, and collaboration with Treasury Management to onboard clients.