Commercial Banking Liaison and Relationship Support

Regions Financial Corporation; Birmingham (AL); On-site; USD 56,000 - 71,000; 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

Job summary

Regions in Houston, Texas is seeking a Commercial Relationship Specialist to provide essential administrative support to Relationship Managers within Commercial Banking, including SBA and related segments. You will help manage credit applications, client servicing, reporting, onboarding, and cross-functional coordination with underwriting, Treasury Management, and marketing support.

The role requires a bachelor’s degree with banking or client support experience (or a GED with broad banking

Qualifications

• Bachelor's degree and three (3) years of banking or client support experience
• Or High School Diploma or GED and four (4) years of general banking experience
• Proficiency in Microsoft Office (Word, Excel, PowerPoint)

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
• Helps facilitate training for new associate onboarding
• May serve as a mentor for new associates

Skills

lead and mentor others

partner with internal teams

analyze data

communication skills

organizational skills

self-motivation

Education

Bachelor's degree

3 years banking or client support experience

Tools

Microsoft Office (Word, Excel, PowerPoint)

Job description

Regions in Houston, Texas is seeking a Commercial Relationship Specialist to provide essential administrative support to Relationship Managers within Commercial Banking, including SBA and related segments. You will help manage credit applications, client servicing, reporting, onboarding, and cross-functional coordination with underwriting, Treasury Management, and marketing support.

The role requires a bachelor’s degree with banking or client support experience (or a GED with broad banking