Commercial Banking Relationship Expert

Regions Bank; Sarasota (FL); On-site; USD 40,000 - 49,000; Full time

Benefits offered by this job

401K with Company Match

Medical, Dental and Vision Benefits

Paid Vacation/Sick Time

Life Insurance

Job summary

Regions Bank is seeking a Commercial Relationship Specialist to support Relationship Managers in Commercial Banking, including AG, GIB, SBA, and Franchise Lending. You will assist with servicing requests, workflow management, and data reporting to drive client satisfaction.

You will coordinate credit workflows, manage maturity pipelines, and collaborate with Credit Products to ensure timely closings, while maintaining data integrity and supporting sales efforts across multiple business segments.

Qualifications

• Bachelor's degree in a related field and two years of banking or client support experience.
• Or a High School Diploma with three years of general banking experience.

Responsibilities

• Assists Relationship Manager(s) with daily support activities and keeps the manager informed.
• Acts as a point of contact for servicing requests from Commercial Banking clients.
• Attends weekly meetings to discuss workflow items and renewals.
• Provides reports such as 360 Report, Weekly Sales Report and Maturities.
• Manages credit application workflow and collects financial information from clients.
• Oversees post-closing requirements and loan maturity pipelines.
• Liaises between Credit Products and Commercial Team for underwriting and loan fulfillment.
• Supports sales through marketing requests and building prospect information files.
• Opens new deposit products and assists onboarding Treasury Management clients.
• Maintains data integrity across source systems and reports.
• Mentors new associates as needed.

Skills

Relationship management

Data analysis

Communication

Organization

MS Office

Education

Bachelor's degree

High School Diploma or GED

Job description

Regions Bank is seeking a Commercial Relationship Specialist to support Relationship Managers in Commercial Banking, including AG, GIB, SBA, and Franchise Lending. You will assist with servicing requests, workflow management, and data reporting to drive client satisfaction.

You will coordinate credit workflows, manage maturity pipelines, and collaborate with Credit Products to ensure timely closings, while maintaining data integrity and supporting sales efforts across multiple business segments.