Corporate Banking Administrative Relationship Specialist- Energy Sector
Regions Financial Corporation, Charlotte, NC, United States
Job Description:
At Regions, the Corporate Relationship Specialist provides general administrative and sales support to Corporate 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 Corporate 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, special projects and pitch books
Deposits:
Collaborates with RM to determine best deposit solutions
Opens/Closes new deposit products
Collects, reviews, and scans all necessary KYC (Know Your Customer) documents
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
Works closely with Branches to ensure corporate clients are onboarded with ongoing client servicing
Credits/Loans:
Acts as liaison between Credit Products Underwriting, Corporate Loan Fulfillment and the Relationship Management teams
Conducts and assists in loan due diligence including collecting documentation and record keeping, etc.
Assists with due diligence and application for letter of credit closing (i.e., new, renewal, modification)
Assists in clearing Post-Closing Loan Documentation Exceptions
Processes loan payments
Process subsequent advances on lines of credit
Compliance/Regulatory:
Maintains data integrity in all applicable systems
Creates Account Record in OneView, to serve as client CIP form
Collects client information on all applicable parties and entities
Obtains and reviews entity documentation for all applicable clients/parties to transactionCompletes Beneficial Ownership (BO) Certification Forms
Follows all appropriate procedures for properties located in a Special Flood Hazard Area (SFHA)
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 360 Report, Power BI Reports, OneView Pipeline Report, Overdrafts Report, Maturities, Past Due and Exception Reporting
May guide and/or train less experienced Corporate 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 four (4) years general banking experience
Or, a Bachelor’s degree and two (2) years banking or client support experience
Preferences
Bachelor’s Degree
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
Location Details
Charlotte Uptown
Location
Charlotte, North Carolina
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
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 copy the following link:
https://www.regions.com/about-regions/welcome-portal/benefits
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.
On-site Attendance
This position will require daily (M-Th/F), on-site attendance at our Charlotte, NC or Houston, TX corporate office.
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At Regions, the Corporate Relationship Specialist provides general administrative and sales support to Corporate 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 Corporate 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, special projects and pitch books
Deposits:
Collaborates with RM to determine best deposit solutions
Opens/Closes new deposit products
Collects, reviews, and scans all necessary KYC (Know Your Customer) documents
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
Works closely with Branches to ensure corporate clients are onboarded with ongoing client servicing
Credits/Loans:
Acts as liaison between Credit Products Underwriting, Corporate Loan Fulfillment and the Relationship Management teams
Conducts and assists in loan due diligence including collecting documentation and record keeping, etc.
Assists with due diligence and application for letter of credit closing (i.e., new, renewal, modification)
Assists in clearing Post-Closing Loan Documentation Exceptions
Processes loan payments
Process subsequent advances on lines of credit
Compliance/Regulatory:
Maintains data integrity in all applicable systems
Creates Account Record in OneView, to serve as client CIP form
Collects client information on all applicable parties and entities
Obtains and reviews entity documentation for all applicable clients/parties to transactionCompletes Beneficial Ownership (BO) Certification Forms
Follows all appropriate procedures for properties located in a Special Flood Hazard Area (SFHA)
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 360 Report, Power BI Reports, OneView Pipeline Report, Overdrafts Report, Maturities, Past Due and Exception Reporting
May guide and/or train less experienced Corporate 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 four (4) years general banking experience
Or, a Bachelor’s degree and two (2) years banking or client support experience
Preferences
Bachelor’s Degree
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
Location Details
Charlotte Uptown
Location
Charlotte, North Carolina
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
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 copy the following link:
https://www.regions.com/about-regions/welcome-portal/benefits
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.
On-site Attendance
This position will require daily (M-Th/F), on-site attendance at our Charlotte, NC or Houston, TX corporate office.
#J-18808-Ljbffr