Commercial Relationship Specialist

Regions Bank; Starkville (MS); On-site; USD 37,410 - 45,184; 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 Starkville, MS is seeking an experienced Commercial Relationship Specialist to support Relationship Managers in Commercial Banking. The role covers AG, GIB, SBA, and Franchise Lending segments, handling admin tasks, reporting, and workflow management.

The candidate will manage credit applications, loan closings, post-closing items, and onboarding of new clients, working with Treasury Management and data systems to ensure accurate pipelines and records.

Qualifications

• Bachelor’s degree required; or a high school diploma/GED with two years of general banking experience.
• Proficiency in Microsoft Office and ability to manage client data across systems.

Responsibilities

• Provide administrative support to Relationship Managers within Commercial Banking.
• Serve as primary contact for servicing requests from Commercial Banking clients.
• Attend weekly RM meetings to review renewals, pipeline items and servicing tasks.
• Generate reports such as 360, Weekly Sales, OneView Pipeline, Maturities, Past-Due and exceptions.
• Facilitate credit application workflow: collect financials, submit facility applications, manage loan workflow to closing.
• Coordinate post-closing tasks, tickler requirements, and exception citations.
• Manage loan maturity pipeline and ensure timely renewals and closings.
• Act as liaison between Credit Products and Commercial Team; collect due-diligence from clients.
• Support sales activities: marketing requests, client/prospect presentations, and prospect files.
• Open new deposit products and collaborate with Treasury Management to onboard clients.
• Maintain data integrity across source systems and update OneView records and COI data.
• Manage Relationship Grouping Application (RGA) data for accurate 360 reporting.
• Provide support to GIB, SBA, and AG segments; handle miscellaneous duties.

Skills

Relationship management

Data analysis

MS Office

Communication

Organizational skills

Education

Bachelor’s degree

High School Diploma or GED + 2 years banking experience

Tools

OneView

RGA

COI records

Job description

Job Description

The Commercial Relationship Specialist provides general administrative support to Relationship Managers within Commercial Banking. The role includes Commercial Banking and specialized business segments such as 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 point of contact for Commercial Banking clients for all servicing requests related to client relationship.
• Attends weekly scheduled meetings with Relationship Manager(s) to discuss workflow items such as renewals, new pipeline items, servicing requests, and past‑due reports.
• Provides reports 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 from clients, submitting facility applications, and managing loan workflow to closing.
• Manages post‑closing requirements such as tickler requirements and exception citations.
• Manages loan maturity pipeline, ensuring renewals are approved and closed in a timely manner.
• Acts as liaison between Credit Products and the Commercial Team, managing due‑diligence collection from clients.
• Assists with sales support functions, including marketing requests, client and prospect presentations, and building prospect information files.
• Opens new deposit products for clients.
• Works closely with Treasury Management to onboard new clients and provide guidance to existing clients.
• Maintains consistent data integrity for client accounts across source systems.
• Maintains OneView administrative data, updating contact information, merging records, managing pipeline reports, and creating COI records.
• Manages data organization within the Relationship Grouping Application (RGA) for accurate 360 reporting.
• Provides support for specialized business segments such as GIB, SBA, and AG.
• Supports miscellaneous administrative tasks as assigned.

Requirements

• Bachelor’s degree.
• Or High School Diploma or GED plus two (2) 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.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint).
• Strong verbal, written communication, and organizational skills.
• Strong work ethic and self‑motivation.

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 that directly impact pay include experience, skills, knowledge, contribution, job location and performance.

Minimum: $37,410.00 USD
Median: $45,184.40 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

Location Details

Starkville Main, Starkville, Mississippi.

Equal Opportunity Employer

Including disabled and veterans.