Commercial Relationship Specialist
Company: Regions Bank
Location: Indianapolis
Posted on: January 26, 2023
Job 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
Commercial Relationship Managers.Primary Responsibilities
- 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 assignedThis 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 three (3) years banking or client
support experiencePreferences
- College degreePosition TypeFull timeBenefits InformationRegions
offers a benefits package that is flexible, comprehensive and
recognizes that "one size does not fit all" for 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 ProgramPlease 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.Location
DetailsOne Indiana Square BldgLocation:Indianapolis, IndianaBring
Your Whole Self to Work We have a passion for creating an inclusive
environment that promotes and values diversity of race, color,
national origin, religion, age, sexual orientation, gender
identity, disability, veteran status, genetic information, sex,
pregnancy, and many other primary and secondary dimensions that
make each of us unique as individuals and provide valuable
perspective that makes us a better company and employer. More
importantly, we recognize that creating a workplace where everyone,
regardless of background, can do their best work is the right thing
to do. OFCCP Disclosure: Equal Opportunity
Employer/Disabled/Veterans
Keywords: Regions Bank, Indianapolis , Commercial Relationship Specialist, Other , Indianapolis, Indiana
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