Commercial Relationship Specialist
Regions Bank, Augusta, GA, United States
Job Description
At Regions, the Commercial Relationship Specialist provides general administrative support to Relationship Managers within Commercial Banking, including Agricultural Banking, Government and Institutional Banking, Small Business Administration, 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 onboard new Treasury Management clients and provide guidance and 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 the Relationship Grouping Application (RGA) to ensure client records are properly grouped for accurate 360 reporting.
Provides support 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).
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.
Job Range Target:
Minimum: $44,412.50 USD
Median: $54,406.50 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
To learn more about Regions’ benefits, visit https://www.regions.com/about-regions/welcome-portal/benefits.
Location Details
Martinez, Georgia
Equal Opportunity Employer
Equal Opportunity Employer/including Disabled/Veterans
Additional Note
This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.
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At Regions, the Commercial Relationship Specialist provides general administrative support to Relationship Managers within Commercial Banking, including Agricultural Banking, Government and Institutional Banking, Small Business Administration, 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 onboard new Treasury Management clients and provide guidance and 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 the Relationship Grouping Application (RGA) to ensure client records are properly grouped for accurate 360 reporting.
Provides support 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).
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.
Job Range Target:
Minimum: $44,412.50 USD
Median: $54,406.50 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
To learn more about Regions’ benefits, visit https://www.regions.com/about-regions/welcome-portal/benefits.
Location Details
Martinez, Georgia
Equal Opportunity Employer
Equal Opportunity Employer/including Disabled/Veterans
Additional Note
This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.
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