Commercial Relationship Specialist
Regions Bank
- Dallas, TX
- Permanent
- Full-time
- Assists Relationship Manager(s) by performing daily support activities related to client relationships and keep respective Relationship Manager informed when appropriate
- Acts as point of contact for Commercial Banking clients for all servicing requests related to client relationship
- Attends weekly scheduled meetings with Relationship Manager(s) to discuss workflow items such as renewals, new pipeline items, servicing requests, past due reports, etc.
- Compiles reports for Relationship Manager(s) such as 360 Report, Weekly Sales Report, OneView Pipeline Report, Maturities, Past Due and Exception Reporting
- Facilitates and manage credit application workflow as it applies to the appropriate credit channel including collecting financial information from client, submitting facility application and managing loan workflow 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 liaison between Credit Products and the Commercial Team with both underwriting and paralending processes and procedures. Manage due diligence requirements from 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 Treasury Management team to successfully onboard new Treasury Management clients as well as provide guidance to Treasury Management clients to the appropriate resource for servicing
- Maintains client records for both loan and deposit accounts for clients
- Maintains OneView administrative data to include updating client contact information, merging client records, manage pipeline reports for renewals and create prospect/COI records
- Manages data organization within 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 and AG within Commercial Banking
- Supports Relationship Manager(s) with miscellaneous administrative tasks as assigned
- High School Diploma or GED and three (3) years general banking experience
- Or, a Bachelor's degree and two (2) years banking or client support experience
- College degree
- 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