Commercial Relationship Specialist

3 weeks ago

Fort Lauderdale, Florida, United States Regions Full time

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.

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 assigned

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 three (3) years banking or client support experience

Preferences

  • College degree

This position may be filled at a higher level depending on the candidate's qualifications and relevant experience.

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:

$51,145.50 USD

50th Percentile:

$65,331.00 USD

Incentive Pay Plans:

This job is not incentive eligible.Location:Fort Lauderdale, Florida

Bring 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

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.

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