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Commercial Relationship Specialist
Commercial Relationship Specialist-May 2024
Tampa
May 12, 2025
About Commercial Relationship Specialist

  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 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 three (3) years general banking experience

  Or, a Bachelor's degree and two (2) years banking or client support experience

  Preferences

  College degreeThis position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.

  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:

  $47,292.00 USD

  Median:

  $58,758.00 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. (https://www.regions.com/about-regions/benefits/benefits-eligibility) 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

  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 click or copy the link below to your browser.

  https://www.regions.com/welcometour/benefits.rf

  Location Details

  Ponce De Leon

  Location:

  Miami, 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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