Commercial Relationship Specialist

Regions Financial Corporation; Tuscaloosa (AL); On-site; USD 41,000 - 50,000; Full time

Job summary

Regions Financial Corporation in Tuscaloosa, Alabama is seeking a Commercial Relationship Specialist to provide administrative support to Relationship Managers across Commercial Banking, including Agricultural Banking (AG), Government and Institutional Banking (GIB), SBA, and Franchise Lending.

You will handle workflow tasks, prepare reports, maintain client data in core systems, assist with marketing requests and client presentations, and help onboard Treasury Management clients with the

Qualifications

• Bachelor’s degree or equivalent with two years banking experience if no degree.
• Proficiency in Microsoft Office tools (Word, Excel, PowerPoint).
• Strong verbal, written communication and organizational skills

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, 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 client, submitting facility application and managing loan workflow 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 collection from clients
• 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 Treasury Management team to successfully onboard new Treasury Management clients as well as provide guidance to Treasury Management clients to the appropriate resource 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, and AG within Commercial Banking
• Supports Relationship Manager(s) with miscellaneous administrative tasks as assigned

Skills

Communication skills

Analytical thinking

Relationship building

Time management

MS Office

Education

Bachelor's degree

High School Diploma or GED with 2 years general banking experience

Tools

Microsoft Office Suite

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.

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 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, 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 client, submitting facility application and managing loan workflow 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 collection from clients
• 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 Treasury Management team to successfully onboard new Treasury Management clients as well as provide guidance to Treasury Management clients to the appropriate resource 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, and AG within Commercial Banking
• Supports Relationship Manager(s) with miscellaneous administrative tasks as assigned

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
• Or High School Diploma or GED and 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

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

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: $41,325.00 USD

50th Percentile: $49,913.00 USD

Incentive Pay Plans:

This job is not incentive eligible.

Location:

Tuscaloosa, Alabama

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.