Commercial Banking Relationship Coordinator

Regions Bank; Fort Lauderdale (FL); In loco; USD 49.000 - 60.000; Tempo pieno

Vantaggi offerti da questo lavoro

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

Descrizione del lavoro

Regions Bank in Fort Lauderdale is seeking a Commercial Relationship Specialist to provide essential administrative support to Relationship Managers within Commercial Banking, including specialized segments such as AG, GIB, SBA, and Franchise Lending.

You will handle servicing requests, prepare reports, and manage credit workflows through closing while coordinating with underwriting and product teams to ensure smooth client experiences.

Competenze

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

Mansioni

• Assist Relationship Manager(s) with daily client relationship tasks and keep RM informed.
• Be the point of contact for servicing requests from Commercial Banking clients.
• Attend weekly meetings to discuss renewals, pipeline items, and servicing items.
• Provide reports such as 360 Report, Weekly Sales Report, and pipeline/maturity reports.
• Facilitate and manage credit application workflow and loan processes through closing.
• Support post-closing and maturity pipeline activities.
• Coordinate with Credit Products and Commercial Team on underwriting and loan fulfillment.
• Assist with marketing requests and building prospect information files.
• Open new deposit products for clients.
• Onboard Treasury Management clients and guide resources for servicing.
• Maintain data integrity in source systems and OneView reporting.
• Assist clients in specialized segments (GIB, SBA, AG, Capital Markets).
• Perform additional administrative tasks; may mentor new associates.

Conoscenze

Cross-functional collaboration

Analytical skills

Communication skills

Work ethic

MS Office

Formazione

Bachelor's degree

High School Diploma or GED

Strumenti

Microsoft Office

Descrizione del lavoro

Regions Bank in Fort Lauderdale is seeking a Commercial Relationship Specialist to provide essential administrative support to Relationship Managers within Commercial Banking, including specialized segments such as AG, GIB, SBA, and Franchise Lending.

You will handle servicing requests, prepare reports, and manage credit workflows through closing while coordinating with underwriting and product teams to ensure smooth client experiences.