Jobs

Commercial Relationship Specialist
San Antonio, Texas, United States of America
·
On-site
·
Full-time
·
2mo ago
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 a point of contact for Commercial Banking clients for all servicing requests related to client relationships
- 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, One View 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 clients, submitting facility applications and managing loan workflows 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 a liaison between Credit Products and the Commercial Team with both underwriting and loan fulfillment processes and procedures and manages due diligence requirements from the 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 the Treasury Management team to successfully onboard new Treasury Management clients as well as provide the clients with guidance and aid in locating appropriate resources for servicing
- Maintains consistent data integrity for relationship team’s client accounts within all source systems
- Maintains One View 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, AG, and Capital Markets within Commercial Banking
- Supports Relationship Manager(s) with miscellaneous administrative tasks as assigned
- Helps facilitate training for new associate onboarding
- May serve as a mentor for new associates
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
- Bachelor's degree and three (3) years of banking or client support experience
- Or High School Diploma or GED and four (4) years of general banking experience
Preferences
- College degree
Skills and Competencies
- Ability to lead and mentor others
- 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)
- Excellent verbal, written communication, and organizational skills
- Excellent work ethic and self-motivation
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:
$50,500.00 USD
Median:
$63,650.00 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.
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Paid Vacation/Sick Time
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401K with Company Match
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Medical, Dental and Vision Benefits
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Disability Benefits
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Health Savings Account
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Flexible Spending Account
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Life Insurance
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Parental Leave
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Employee Assistance Program
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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/about-regions/welcome-portal/benefits
Location Details
Cibolo Canyons
Location:
San Antonio, Texas
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.
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About Regions Financial

Regions Financial
PublicRegions Financial Corporation is a regional bank holding company that provides consumer and commercial banking, wealth management, and mortgage services across the Southeastern United States. The company operates through approximately 1,300 branches and serves individual, business, and institutional customers.
10,001+
Employees
Birmingham
Headquarters
$12.8B
Valuation
Reviews
3.5
10 reviews
Work-life balance
4.2
Compensation
2.3
Culture
3.8
Career
2.5
Management
2.8
65%
Recommend to a friend
Pros
Good health benefits and insurance
Supportive management and team culture
Flexible work arrangements and remote options
Cons
Below average compensation and salary
Limited career advancement and growth opportunities
Poor management decisions and slow processes
Salary Ranges
1 data points
Junior/L3
Junior/L3 · Financial Coordinator
1 reports
$60,320
total per year
Base
$60,320
Stock
-
Bonus
-
Interview experience
1 interviews
Difficulty
3.0
/ 5
Interview process
1
Application Review
2
HR Screen
3
Hiring Manager Interview
4
Panel Interview
5
Background Check
6
Offer
Common questions
Behavioral/STAR
Past Experience
Culture Fit
Financial Services Knowledge
Sales Experience
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