Commercial Banking Relationship Strategist

Regions Bank; Orlando (FL); In loco; USD 47.000 - 57.000; 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 Orlando, FL seeks a Commercial Relationship Specialist to provide general administrative support to Relationship Managers within Commercial Banking across AG, GIB, SBA, and Franchise Lending segments. You will manage workflow, prepare reports, and facilitate credit applications while maintaining data accuracy and client service standards.

The role emphasizes coordinating with RM teams, handling servicing requests, and aiding in onboarding Treasury Management clients, with

Competenze

• Bachelor's degree and two (2) years of banking or client support experience
• Or High School Diploma or GED and three (3) years of general banking experience

Mansioni

• Assists Relationship Manager(s) by performing daily support activities related to client relationships and keeps respective RM informed
• Acts as a point of contact for Commercial Banking clients for servicing requests
• Attends weekly meetings with RM to discuss renewals, pipeline items, servicing requests, and reports
• Provides reports for RM 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
• Manages post-closing requirements and loan maturity pipeline
• Liaises between Credit Products and Commercial Team in underwriting and loan fulfillment processes
• Supports RM(s) with marketing requests, client/prospect presentations and prospect information files
• Opens new deposit products for clients
• Onboards Treasury Management clients and guides them to resources for servicing
• Maintains data integrity for client accounts across source systems
• Manages RGA data grouping for accurate 360 reporting
• Provides support for GIB, SBA, AG, and Capital Markets as needed
• Mentors new associates

Conoscenze

Client relationships

Data analysis

Verbal and written communication

Organizational skills

Microsoft Office

Formazione

Bachelor's degree + 2 years banking experience

High School Diploma or GED + 3 years banking experience

Strumenti

Microsoft Office

Descrizione del lavoro

Regions Bank in Orlando, FL seeks a Commercial Relationship Specialist to provide general administrative support to Relationship Managers within Commercial Banking across AG, GIB, SBA, and Franchise Lending segments. You will manage workflow, prepare reports, and facilitate credit applications while maintaining data accuracy and client service standards.

The role emphasizes coordinating with RM teams, handling servicing requests, and aiding in onboarding Treasury Management clients, with