Commercial Relationship Specialist at Regions Bank

Dallas, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

04 Sep, 26

Salary

60133.5

Posted On

06 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relationship Management, Credit Application Workflow, Financial Analysis, Microsoft Office, Treasury Management, Loan Fulfillment, Data Integrity, Administrative Support, Verbal Communication, Written Communication, Organizational Skills, Research

Industry

Banking

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 Specialist provides general administrative support to Relationship Managers within Commercial Banking to include Commercial Banking and/or specialized business segments of Agricultural Banking (AG), Government and Institutional Banking (GIB), Small Business Administration (SBA), and Franchise Lending. Primary Responsibilities Assists Relationship Manager(s) by performing daily support activities related to client relationships and keeps respective Relationship Manager informed when appropriate Acts as a point of contact for Commercial Banking clients for all servicing requests related to client relationships Attends weekly scheduled meetings with Relationship Manager(s) to discuss workflow items such as renewals, new pipeline items, servicing requests, past due reports, etc. Provides reports for Relationship Manager(s) such as 360 Report, Weekly Sales Report, OneView Pipeline Report, Maturities, Past Due and Exception Reporting Facilitates and manages credit application workflow as it applies to the appropriate credit channel including collecting financial information from clients, submitting facility applications and managing loan workflows to closing Manages post-closing requirements including tickler requirements and exception citing's Manages Relationship Manager(s) loan maturity pipeline, ensuring that renewals are approved and closed in a timely manner Acts as a liaison between Credit Products and the Commercial Team with both underwriting and loan fulfillment processes and procedures and manages due diligence requirements from the field Assists Relationship Manager(s) with sales support functions to include marketing requests, client and prospect presentations and building prospect information files Opens new deposit products for clients Works closely with the Treasury Management team to successfully onboard new Treasury Management clients as well as provide the clients with guidance and aid in locating appropriate resources for servicing Maintains consistent data integrity for relationship team’s client accounts within all source systems Maintains OneView administrative data to include updating client contact information, merging client records, managing pipeline reports for renewals and creating prospect/centers of influence (COIs) records Manages data organization within Relationship Grouping Application (RGA) to ensure client records are properly grouped for accurate 360 reporting Provides support if assigned for clients in specialized business segments such as GIB, SBA, AG, and Capital Markets within Commercial Banking Supports Relationship Manager(s) with miscellaneous administrative tasks as assigned May serve as a mentor for new associates 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 Bachelor's degree and two (2) years of banking or client support experience Or High School Diploma or GED and three (3) years of general banking experience Preferences College degree Skills and Competencies Ability to partner with various internal partners across the organization Ability to research, analyze data and derive facts Advanced verbal, written communication, and organizational skills Advanced work ethic and self-motivation Proficiency in Microsoft Office (Word, Excel, PowerPoint) This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience. 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: $49,087.50 USD Median: $60,133.50 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. 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 Dallas Uptown Location: Dallas, Texas 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. About Regions At Regions, our culture focuses on five core values that are a commitment to how we will do business: Put people first Do what is right Focus on your customer Reach higher Enjoy life Through these values, our mission to make life better drives our desire to improve and make a positive difference in the communities where we work and live through financial investments and volunteering.

Responsibilities

Provides administrative and operational support to Relationship Managers within Commercial Banking, including managing credit application workflows and loan maturities. Acts as a primary point of contact for client servicing requests and maintains data integrity across banking systems.