Strategic Commercial Banking Relationship Partner

Regions Financial Corporation; Sarasota (FL); On-site; USD 40,000 - 49,000; 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

Flexible Spending Account

Life Insurance

Parental Leave

Employee Assistance Program

Associate Volunteer Program

Job summary

Regions Financial Corporation in Sarasota, FL is seeking a Commercial Relationship Specialist to provide general administrative support to Relationship Managers within Commercial Banking, including Agricultural Banking (AG), Government and Institutional Banking (GIB), Small Business Administration (SBA), and Franchise Lending.

You will handle servicing requests, prepare reports, manage credit workflow, maintain data integrity across systems, and assist with marketing and client presentations.

Qualifications

• Bachelor’s degree and two years of banking or client support experience
• Or High School Diploma or GED and three years of general banking experience

Responsibilities

• Assists Relationship Manager(s) with daily client support and keeps them informed
• Acts as main contact for servicing requests from Commercial Banking clients
• Attends weekly meetings to discuss renewals, pipeline items and servicing requests
• Provides reports such as 360 Report, Weekly Sales Report, OneView Pipeline Report, maturities, past due and exception reporting
• Facilitates and manages credit applications and collects financial information from clients
• Manages post-closing requirements and loan maturities pipeline
• Coordinates with Credit Products and Commercial Team on underwriting and loan fulfillment
• Supports Relationship Manager(s) with marketing requests, client presentations, and prospect information
• Onboards new Treasury Management clients and guides resources for servicing
• Maintains data integrity across source systems and in OneView
• Organizes Relationship Grouping Application records for accurate 360 reporting
• Provides support for GIB, SBA, AG, and Capital Markets segments
• Mentors new associates

Skills

Banking experience

Communication skills

Time management

Microsoft Office

Education

Bachelor's degree or higher

High School Diploma or GED with 3+ years banking experience

Job description

Regions Financial Corporation in Sarasota, FL is seeking a Commercial Relationship Specialist to provide general administrative support to Relationship Managers within Commercial Banking, including Agricultural Banking (AG), Government and Institutional Banking (GIB), Small Business Administration (SBA), and Franchise Lending.

You will handle servicing requests, prepare reports, manage credit workflow, maintain data integrity across systems, and assist with marketing and client presentations.