Corporate Relationship Specialist

Regions Financial Corporation; Clayton (MO); On-site; USD 45,000 - 56,000; 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

Job summary

Regions Financial Corporation in Clayton, MO seeks a Corporate Relationship Specialist to provide general administrative and sales support to Corporate Relationship Managers and deliver high-level service to corporate bank clients.

Primary responsibilities include handling servicing requests, maintaining data integrity, and assisting with deposits, loans, and regulatory processes while supporting the relationship team in a fast-paced environment.

Qualifications

• Requires High School Diploma or GED and 6+ years banking experience or a Bachelor's degree with 4+ years banking experience.
• Bachelor's Degree preferred for preference section.

Responsibilities

• Act as the primary contact for Corporate Banking clients and manage servicing requests.
• Support Relationship Managers with administrative tasks and ongoing client activity.
• Ensure data integrity across systems and timely resolution of discrepancies.
• Communicate effectively to resolve client issues with internal and external partners.
• Assist with event execution, special projects, and pitch books.
• Collaborate with Treasury Management to onboard new clients and deposit processes.

Skills

Communication

Relationship building

Multitasking

Time management

MS Office

Independent worker

Organization

Customer service

Education

High School Diploma or GED

Bachelor's degree

Tools

None

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 Corporate Relationship Specialist provides general administrative and sales support to Corporate Relationship Managers and renders an extraordinarily high level of services to corporate bank clients.

Primary Responsibilities

• Acts as the primary point of contact for the Corporate Banking clients and managing all servicing requests related to the client’s overall banking relationship
• Performs daily support activities related to client relationships and keeping the respective Relationship Managers (RMs) informed of client activity and interactions, as appropriate
• Responsible for data integrity for the overall portfolio ensuring that discrepancies are identified and resolved in a timely and efficient manner
• Effectively communicates, internally and externally, to resolve client issues and concerns
• Demonstrated ability to manage multiple priorities in a changing, fast paced environment
• Supports the Relationship Manager(s) with miscellaneous administrative tasks
• Proactively identify and execute on process improvements to enhance client experience and deal team effectiveness
• Assists with event execution, special projects and pitch books
• Deposits:
  • Collaborates with RM to determine best deposit solutions
  • Opens/Closes new deposit products
  • Collects, reviews, and scans all necessary KYC (Know Your Customer) documents
  • Works closely with Treasury Management (TM) Team to successfully onboard new clients
  • Provides guidance to deposit client and route to appropriate TM resource for servicing
  • Pulls daily Non-Sufficient Funds (NSF/Overdrafts)
  • Processes deposit account maintenance
  • Completes deposit account research and requests
  • Works closely with Branches to ensure corporate clients are onboarded with ongoing client servicing
• Credits/Loans:
  • Acts as liaison between Credit Products Underwriting, Corporate Loan Fulfillment and the Relationship Management teams
  • Conducts and assists in loan due diligence including collecting documentation and record keeping, etc.
  • Assists with due diligence and application for letter of credit closing (i.e., new, renewal, modification)
  • Assists in clearing Post-Closing Loan Documentation Exceptions
  • Processes loan payments
  • Process subsequent advances on lines of credit
• Compliance/Regulatory:
  • Maintains data integrity in all applicable systems
  • Creates Account Record in OneView, to serve as client CIP form
  • Collects client information on all applicable parties and entities
  • Obtains and reviews entity documentation for all applicable clients/parties to transaction
  • Completes Beneficial Ownership (BO) Certification Forms
  • Follows all appropriate procedures for properties located in a Special Flood Hazard Area (SFHA)
• Reporting:
  • Manages data organization within RGA to ensure client records are properly grouped for accurate 360 reporting
  • Compiles reports for Relationship Manager(s) such as 360 Report, Power BI Reports, OneView Pipeline Report, Overdrafts Report, Maturities, Past Due and Exception Reporting
• May guide and/or train less experienced Corporate Relationship Specialists

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

• High School Diploma or GED and six (6) or more years general banking experience
• Or, a Bachelor's degree and four (4) years banking or client support experience

Preferences

• Bachelor’s Degree

Skills and Competencies

Ability to communicate effectively with team members and management while understanding confidentiality to sensitive information

Ability to develop and maintain effective working relationships with internal and external partners

Demonstrated ability to independently identify goals; prioritize tasks and execute tasks to meet deadlines

Demonstrated ability to manage multiple priorities in changing, fast-paced environment

Demonstrates administrative experience, time management and troubleshooting skills

Exceptional customer service skills, over the phone and in person, with our customers and internal departments

Proficient in MS Office

Proactively seeks opportunities to execute tasks effectively; without direct supervision

Proven experience working independently with minimal supervision

Strong organization skills and able to think analytically

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: $50,500.00 USD

Median: $63,650.00 USD

Incentive Pay Plans:

This job is not incentive eligible.

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. 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

Clayton MO LOB

Location:

Clayton, Missouri

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.

Job Seekers with a Disability

Regions is committed to working with and providing reasonable assistance to individuals with physical and mental disabilities. If you are an individual with a disability requiring an accommodation at any point in the application or hiring process, please email your request to [e-mail] or leave a voice message at [phone]. Only requests for a disability basedaccommodation should be communicated through this central email or telephone number. General employment questions cannot be accepted or processed through this process and will not receive a response.

If you require assistance or have questions regarding the recruitment process, please submit your inquiries to [e-mail].

It starts with valuing people like you who are looking to build a career while making a difference in the lives of others.

Our focus on career development andgrowth is supported by a culture that engagesour associatesto do their best work. This is what makes Regions unique and differentiates who we are to our customers andcommunities.

We believe in offering a place where you can expect more opportunities. Apply today tostart learning how you can build your career with us.

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