Real Estate Banking Relationship Specialist

Regions Bank

Charlotte (NC)

On-site

USD 48,000 - 58,000

Full time

6 days ago

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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 Charlotte, North Carolina seeks a Real Estate Banking Relationship Specialist to provide administrative and sales support to Relationship Managers and deliver an extraordinary level of service to corporate clients.

You will manage client requests, ensure data integrity, assist with deposits and loans, and support regulatory/compliance activities while balancing multiple priorities in a fast-paced environment. Strong communication and organizational skills are essential.

Qualifications

High School Diploma or GED plus 8 years banking experience OR Bachelor’s degree plus 4 years banking experience.
Experience with data integrity and regulatory/compliance tasks is a plus.
Strong communication and relationship-management skills are required.

Responsibilities

Serve as the primary contact for Real Estate Banking clients and manage servicing requests.
Support Relationship Managers with daily activities and keep them informed on client activity.
Ensure data integrity across portfolios and resolve discrepancies timely.
Communicate effectively to resolve client issues and manage multiple priorities in a fast-paced environment.
Assist with deposit/loan processes, including onboarding and KYC-related tasks.
Provide back-up support and training to other team members as needed.

Skills

Effective communication

Relationship building

Organizational skills

Time management

Microsoft Office

Analytical thinking

Independent work

Customer service

Education

High School Diploma or GED

Bachelor’s degree

Tools

CRM systems

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 Real Estate Banking Relationship Specialist provides general administrative and sales support to Real Estate Banking 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 Real Estate 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
Assists with event execution and special projects
Deposits:
- Collaborates with Relationship Manager and Treasury Management Officer to determine best deposit solutions
- Opens/Closes new deposit products
- Collects, reviews, and scans all necessary KYC (Know Your Customer)
- 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
- Completes exception interest rate approvals and adjustments, analysis grouping, and analysis fee waivers

Credits/Loans:
- Acts as liaison between Credit Products Underwriting, Loan Fulfillment, Capital Markets, and the Relationship Management teams
- Conducts and assists in loan due diligence including collecting documentation, attorney intake forms, and record keeping, etc.
- Assists with due diligence for letter of credit closing (i.e., new, renewal, modification)
- Assists in clearing Post-Closing Loan Documentation Exceptions
- Processes loan payments
- Provides notary services

Compliance/Regulatory:
- Maintains data integrity in all applicable systems
- 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

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 Overdrafts Report, Maturities, Past Due and Exception Reporting
Provides back up support to other Real Estate Relationship Specialists and may guide and/or train less experienced 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 eight (8) years general banking experience
Or a Bachelor’s degree and four (4) years of banking or client support experience

Preferences

Or a Bachelor’s degree and four (4) years of banking or client support experience

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
Proactively seeks opportunities to execute tasks effectively, without direct supervision
Proficient in Microsoft Office
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:

$53,025.00 USD

Median:

$66,832.50 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.