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Client relationship manager • dayton oh

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Commercial Relationship Specialist

Commercial Relationship Specialist

Regions BankClayton, Ohio, USA
[job_card.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...[show_more][last_updated.last_updated_variable_days]
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[job_card.full_time]
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[job_card.part_time]
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[job_card.full_time]
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[job_card.full_time]
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[job_card.full_time]
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[job_card.full_time]
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Commercial Relationship Specialist

Commercial Relationship Specialist

Regions BankClayton, Ohio, USA
[job_card.variable_days_ago]
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  • [job_card.full_time]
[job_card.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 Relationship Managers within Commercial Banking to include Commercial Banking and / or specialized business segments of Agricultural Banking (AG) Government and Institutional Banking (GIB) Small Business Administration (SBA) and Franchise Lending.

Primary Responsibilities

  • Assists Relationship Manager(s) by performing daily support activities related to client relationships and keeps 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.
  • Provides reports for Relationship Manager(s) such as 360 Report Weekly Sales Report OneView Pipeline Report Maturities Past Due and Exception Reporting
  • Facilitates and manages 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 citings
  • Manages Relationship Manager(s) loan maturity pipeline ensuring that renewals are approved and closed in a timely manner
  • Acts as a liaison between Credit Products and the Commercial Team with both underwriting and loan fulfillment processes and procedures and manages due diligence collection from clients
  • 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 consistent data integrity for relationship teams client accounts within all source systems
  • Maintains OneView administrative data to include updating client contact information merging client records managing pipeline reports for renewals and creating prospect / centers of influence (COIs) records
  • Manages data organization within Relationship Grouping Application (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

  • Bachelors degree
  • Or High School Diploma or GED and two (2) years of general banking experience
  • Preferences

  • College degree
  • Skills and Competencies

  • Ability to partner with various internal partners across the organization
  • Ability to research analyze data and derive facts
  • Proficiency in Microsoft Office (Word Excel PowerPoint)
  • Strong verbal written communication and organizational skills
  • Strong work ethic and self-motivation
  • This position may be filled at a higher level depending on the candidates 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 :

    $43500.00 USD

    Median : $52540.00 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. 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.

    Details

    Clayton MO LOB

    Location : Clayton Missouri

    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.

    Required Experience :

    IC

    Key Skills

    Building Construction,Logistics & Procurement,Account Management,Communication,Client Services,Jboss

    Employment Type : Full-Time

    Experience : years

    Vacancy : 1