Strategic Commercial Banking Support Specialist

Regions Financial Corporation; Orlando (FL); On-site; USD 42,000 - 51,000; 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 Orlando, FL is seeking a Commercial Relationship Specialist to provide administrative support to Relationship Managers within Commercial Banking, including AG, GIB, SBA, and Franchise Lending.

The role includes preparing reports, managing loan workflows, and coordinating client onboarding with Treasury Management. A Bachelor’s degree with banking experience or a comparable background is preferred.

Qualifications

• Bachelor's degree with 2+ years banking or client support experience, or high school diploma with 3+ years banking experience.
• Experience working with relationship managers and client servicing is preferred.
• Strong written and verbal communication skills and attention to detail.

Responsibilities

• Assist Relationship Managers with daily client relationship tasks and updates.
• Serve as a primary contact for servicing requests from Commercial Banking clients.
• Attend weekly meetings to review renewals, pipeline items, and servicing needs.
• Generate reports (360, Weekly Sales, Maturities, Past Due) for Relationship Managers.
• Support credit applications workflow: gather financials, submit facilities, manage loan progress to close.
• Maintain data integrity in client accounts and reporting systems.
• Coordinate onboarding with Treasury Management clients and resources.

Skills

Partnerships

Data analysis

Communication

Organization

Microsoft Office

Education

Bachelor's degree

High School Diploma

Tools

Microsoft Office

Job description

Regions Financial Corporation in Orlando, FL is seeking a Commercial Relationship Specialist to provide administrative support to Relationship Managers within Commercial Banking, including AG, GIB, SBA, and Franchise Lending.

The role includes preparing reports, managing loan workflows, and coordinating client onboarding with Treasury Management. A Bachelor’s degree with banking experience or a comparable background is preferred.