Commercial Relationship Specialist

Regions; Orlando (FL); On-site; USD 42,000 - 51,000; 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 Financial Corporation in Orlando, FL is seeking a Commercial Relationship Specialist to provide administrative support to Relationship Managers within Commercial Banking, including AG, GIB, SBA, and Franchise Lending.

The role includes preparing reports, managing loan workflows, and coordinating client onboarding with Treasury Management. A Bachelor’s degree with banking experience or a comparable background is preferred.

Qualifications

• Bachelor's degree with 2+ years banking or client support experience, or high school diploma with 3+ years banking experience.
• Experience working with relationship managers and client servicing is preferred.
• Strong written and verbal communication skills and attention to detail.

Responsibilities

• Assist Relationship Managers with daily client relationship tasks and updates.
• Serve as a primary contact for servicing requests from Commercial Banking clients.
• Attend weekly meetings to review renewals, pipeline items, and servicing needs.
• Generate reports (360, Weekly Sales, Maturities, Past Due) for Relationship Managers.
• Support credit applications workflow: gather financials, submit facilities, manage loan progress to close.
• Maintain data integrity in client accounts and reporting systems.
• Coordinate onboarding with Treasury Management clients and resources.

Skills

Partnerships

Data analysis

Communication

Organization

Microsoft Office

Education

Bachelor's degree

High School Diploma

Tools

Microsoft Office

Job description

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.

Job Description:

At Regions, the Commercial Relationship Specialist provides general administrative support to Relationship Managers within Commercial Banking to include Commercial Banking and/or specialized business segments of Agricultural Banking (AG), Government and Institutional Banking (GIB), Small Business Administration (SBA), and Franchise Lending.

Primary 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
• May serve as a mentor for new associates

This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.

Requirements

• 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

Preferences

• College degree

Skills and Competencies

• Ability to partner with various internal partners across the organization
• Ability to research, analyze data and derive facts
• Advanced verbal, written communication, and organizational skills
• Advanced work ethic and self-motivation
• Proficiency in Microsoft Office (Word, Excel, PowerPoint)

This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.

Position Type

Full time

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target:

Minimum:

$46,750.00 USD

Median:

$57,270.00 USD

Incentive Pay Plans:

This job is not incentive eligible.

Benefits Information

• 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

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.

https://www.regions.com/about-regions/welcome-portal/benefits

Location Details

Orlando Main 111 North Orange Avenue

Location:

Orlando, Florida

Equal Opportunity Employer/including Disabled/Veterans

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.