Commercial Relationship Specialist - SBA

Regions; Houston (TX); Presencial; USD 50.000 - 62.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

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

Descripción de la vacante

Regions Financial Corporation is seeking a Commercial Relationship Specialist to provide general administrative support to Relationship Managers within Commercial Banking, covering AG, GIB, SBA, and Franchise Lending segments. The role includes servicing clients, preparing reports, and assisting with credit workflow and onboarding processes.

The position emphasizes collaboration with internal partners, data integrity across systems, and supporting training for new associates.

Formación

• Bachelor's degree and 3 years of banking or client support experience.
• High School Diploma or GED with 4 years of general banking experience.

Responsabilidades

• Assist Relationship Manager(s) with daily support activities and keep RM informed.
• Serve as a point of contact for Commercial Banking clients for servicing requests.
• Attend weekly meetings to discuss renewals, pipeline items, and servicing tasks.
• Provide reports such as 360 Report, Weekly Sales Report, and Maturities; manage data.
• Facilitate credit application workflow and gather financial information from clients.

Conocimientos

Banking experience

Client support

Microsoft Office

Communication

Organizational skills

Mentoring others

Educación

Bachelor's degree

High School Diploma or GED

Herramientas

Microsoft Office Suite

Descripción del empleo

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


• Helps facilitate training for new associate onboarding


• 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 three (3) years of banking or client support experience


• Or High School Diploma or GED and four (4) years of general banking experience

Preferences

• College degree

Skills and Competencies

• Ability to lead and mentor others


• 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)


• Excellent verbal, written communication, and organizational skills


• Excellent 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 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:

$56,055.00 USD

Median:

$70,651.50 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

Regions offers a benefits package that is flexible, comprehensive and recognizes that \"one size does not fit all\" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

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

Greenway Plaza

Location:

Houston, Texas

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.