Corporate Banking Relationship Specialist- Healthcare/Real Estate Banking

Description

At Regions, the Corporate Relationship Specialist provides general administrative and sales support to Corporate Relationship Managers and renders an extraordinarily high level of services to corporate bank clients.

Primary Responsibilities

• Acts as the primary point of contact for the Corporate Banking clients and managing all servicing requests related to the client’s overall banking relationship
• Performs daily support activities related to client relationships and keeping the respective Relationship Managers (RMs) informed of client activity and interactions, as appropriate
• Responsible for data integrity for the overall portfolio ensuring that discrepancies are identified and resolved in a timely and efficient manner
• Effectively communicates, internally and externally, to resolve client issues and concerns
• Demonstrated ability to manage multiple priorities in a changing, fast paced environment
• Supports the Relationship Manager(s) with miscellaneous administrative tasks
• Assists with event execution, special projects and pitch books
• Deposits : Collaborates with RM to determine best deposit solutionsOpens / Closes new deposit productsCollects, reviews, and scans all necessary KYC (Know Your Customer) documentsWorks closely with Treasury Management (TM) Team to successfully onboard new clientsProvides guidance to deposit client and route to appropriate TM resource for servicingPulls daily Non-Sufficient Funds (NSF / Overdrafts)Processes deposit account maintenanceCompletes deposit account research and requestsWorks closely with Branches to ensure corporate clients are onboarded with ongoing client servicing
• Credits / Loans : Acts as liaison between Credit Products Underwriting, Corporate Loan Fulfillment and the Relationship Management teamsConducts and assists in loan due diligence including collecting documentation and record keeping, etc.

Assists with due diligence and application for letter of credit closing (i.e., new, renewal, modification)Assists in clearing Post-Closing Loan Documentation ExceptionsProcesses loan paymentsProcess subsequent advances on lines of credit

• Compliance / Regulatory : Maintains data integrity in all applicable systemsCreates Account Record in OneView, to serve as client CIP formCollects client information on all applicable parties and entitiesObtains and reviews entity documentation for all applicable clients / parties to transactionCompletes Beneficial Ownership (BO) Certification FormsFollows all appropriate procedures for properties located in a Special Flood Hazard Area (SFHA)
• Reporting : Manages data organization within RGA to ensure client records are properly grouped for accurate 360 reportingCompiles reports for Relationship Manager(s) such as 360 Report, Power BI Reports, OneView Pipeline Report, Overdrafts Report, Maturities, Past Due and Exception Reporting
• May guide and / or train less experienced Corporate Relationship Specialists

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 two (2) years banking or client support experience

Preferences

Bachelor’s Degree

Skills and Competencies

• Ability to communicate effectively with team members and management while understanding confidentiality to sensitive information
• Ability to develop and maintain effective working relationships with internal and external partners
• Demonstrated ability to independently identify goals; prioritize tasks and execute tasks to meet deadlines
• Demonstrated ability to manage multiple priorities in changing, fast-paced environment
• Demonstrates administrative experience, time management and troubleshooting skills
• Exceptional customer service skills, over the phone and in person, with our customers and internal departments
• Proactively seeks opportunities to execute tasks effectively; without direct supervision
• Proficient in Microsoft Office
• Proven experience working independently with minimal supervision
• Strong organization skills and able to think analytically

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

This position may be filled at Region's Nashville or Birmingham Corporate Banking locations.

Hybrid work schedule :

• Monday and Friday work from home*
• Tuesday, Wednesday, Thursday in office

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 :

$45,040.00 USD$55,960.00 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 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.

Location Details

One Nashville Place

Location : Nashville, Tennessee

Nashville, Tennessee

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.