Commercial Relationship Team Administrator - SBA

Regions Bank; Orlando (FL); On-site; USD 62,000 - 100,000; Full time

Benefits offered by this job

Paid Vacation/Sick Time

401K with Company Match

Medical, Dental and Vision Benefits

Disability Benefits

Life Insurance

Parental Leave

Employee Assistance Program

Job summary

Regions Bank in Orlando, FL is seeking a Commercial Relationship Team Administrator to lead Commercial Relationship Specialists and deliver high-level sales support to Commercial Banking teams, ensuring quality customer service. The RTA may supervise multiple specialists and directly service clients as needed.

The role involves coaching, staffing decisions, loan maturity management, pipeline oversight, OneView system leadership, and cross-functional collaboration to improve servicing and

Qualifications

• High School education or GED.
• Five (5) years experience in Commercial Banking.
• College degree or technical school certification.

Responsibilities

• Provides leadership, supports, and coaches Commercial Relationship Specialists, including coaching sessions for associate development.
• Performs general management duties including staffing, performance appraisals, promotions and terminations.
• Manages loan maturity process for the team and oversees renewals with CRS and RM teams.
• Liaises with paralending departments for loan processing and stage management.
• Leads the Relationship Team as the primary resource for OneView system information, usage and training.
• Oversees officer code changes, portfolio transfers, and related tasks.
• Collaborates with Management and Relationship Managers to understand client needs and improve servicing.
• Manages the complaint database and resolves escalated client issues.
• Coordinates weekly team meetings with Commercial Banking Leaders.
• Assists team with resolving complex or escalated issues.
• Facilitates onboarding of new Commercial Banking team members.
• Prepares and distributes management reports such as Area 360, Weekly Sales, OneView Pipeline, Ticklers, Maturities, Past Due, Exceptions.
• Ensures compliance with bank policies, procedures, and internal audits.
• Leads department projects or initiatives to ensure timely completion.
• Approves and manages department expenses and accounts payable requests.
• Supports leaders with travel, expenses, ad hoc reporting, org charts and other tasks.

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 Team Administrator (RTA) will lead the area's Commercial Relationship Specialists (CRS) and provide high-level sales support to Commercial Banking teams to ensure quality customer service. The RTA typically will manage three or more Commercial Relationship Specialists and may also have direct management responsibility for other support associates. The RTA also will service clients directly as needed.

Primary Responsibilities

• Provides leadership, supports, and coaches Commercial Relationship Specialists, including facilitating regular team meetings and coaching sessions for associate development
• Performs general management duties, exercising usual authority concerning staffing, performance appraisals, promotions and terminations
• Manages overall loan maturity process for team ensuring CRS and Relationship Management (RM) teams are proactively working ahead on processing renewals
• Manages loan pipeline in paralending stages and act as liaison for team when working with Credit Products paralending departments
• Leads the Relationship Team as the primary resource for OneView system information, usage and training
• Oversees or submits Officer Code Changes when needed on behalf of team, portfolio transfers, etc.
• Collaborates with Management and Relationship Managers to understand needs of the client and identify ways to improve servicing
• Manages complaint database on behalf of team including working directly with clients for resolution on escalated issues
• Coordinates Weekly Team meeting(s) with Commercial Banking Leaders
• Assists team with resolving complex or escalated issues
• Facilitates new associate onboarding for new Commercial Banking team members
• Compiles and distributes management reporting such as, Area 360 Report, Weekly Sales Report, OneView Pipeline, Ticklers, Maturities, Past Due, and Exception Reports
• Manages responsibilities to keep team in compliance with all bank policies, procedures and internal audits
• Leads department on various projects or initiatives to ensure timely completion
• Approves and manages department expenses such as office supplies and accounts payable requests
• Supports Commercial Banking Leaders as needed with other administrative duties such as travel, expenses, additional ad hoc reporting, org chart updates and other tasks as assigned

This position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay.

Requirements

• High School education or GED
• Five (5) years experience in Commercial Banking

Preferences

• College degree or technical school certification

Skills And Competencies

• Ability to research, analyze data, and derive facts
• Adapts and works with a variety of situations, individuals, business leaders, and groups
• Analytical skills
• Attention to detail
• Good communication skills both written and verbal
• Must be able to work under pressure with strict deadlines
• Organizational and time management skills

SBA Experience Is Preferred.

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.

Minimum

Job Range Target: $61,588.45 USD

Median

$82,780.00 USD

Incentive Pay Plans

This job may participate in an annual discretionary bonus plan.

Benefits Information

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.

• 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.

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.