Commercial Banking Relations & Onboarding Specialist

Regions Bank; Birmingham (AL); 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

Associate Volunteer Program

Job summary

Regions Bank in Houston, TX is seeking a Commercial Relationship Specialist to provide administrative support to Relationship Managers across Commercial Banking segments. The role involves client servicing, pipeline coordination, and reporting to aid loan workflows and treasury onboarding, with emphasis on data integrity and cross-functional collaboration.

The position requires a Bachelor’s degree with banking experience or a high school diploma with extended banking experience, strong

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).
• Excellent verbal, written communication, and organizational skills.
• Ability to lead and mentor others.

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.
• 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 including collecting financial information and submitting facility applications.

Skills

Leadership

Client service

Microsoft Office

Communication

Education

Bachelor's degree

High School Diploma/GED

Job description

Regions Bank in Houston, TX is seeking a Commercial Relationship Specialist to provide administrative support to Relationship Managers across Commercial Banking segments. The role involves client servicing, pipeline coordination, and reporting to aid loan workflows and treasury onboarding, with emphasis on data integrity and cross-functional collaboration.

The position requires a Bachelor’s degree with banking experience or a high school diploma with extended banking experience, strong