Commercial Banking Client & Relationship Specialist

Regions Financial Corporation; Houston (TX); On-site; USD 50,000 - 62,000; Full time

Benefits offered by this job

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

Job summary

Regions Financial Corporation is seeking a Commercial Relationship Specialist to provide general administrative support to Relationship Managers within Commercial Banking, covering AG, GIB, SBA, and Franchise Lending segments. The role includes servicing clients, preparing reports, and assisting with credit workflow and onboarding processes.

The position emphasizes collaboration with internal partners, data integrity across systems, and supporting training for new associates.

Qualifications

• Bachelor's degree and 3 years of banking or client support experience.
• High School Diploma or GED with 4 years of general banking experience.

Responsibilities

• Assist Relationship Manager(s) with daily support activities and keep RM informed.
• Serve as a point of contact for Commercial Banking clients for servicing requests.
• Attend weekly meetings to discuss renewals, pipeline items, and servicing tasks.
• Provide reports such as 360 Report, Weekly Sales Report, and Maturities; manage data.
• Facilitate credit application workflow and gather financial information from clients.

Skills

Banking experience

Client support

Microsoft Office

Communication

Organizational skills

Mentoring others

Education

Bachelor's degree

High School Diploma or GED

Tools

Microsoft Office Suite

Job description

Regions Financial Corporation is seeking a Commercial Relationship Specialist to provide general administrative support to Relationship Managers within Commercial Banking, covering AG, GIB, SBA, and Franchise Lending segments. The role includes servicing clients, preparing reports, and assisting with credit workflow and onboarding processes.

The position emphasizes collaboration with internal partners, data integrity across systems, and supporting training for new associates.