Commercial Relationship Specialist

Regions Bank

Commercial Relationship Specialist providing administrative support within Commercial Banking, handling various client relationship activities and managing credit applications and reporting.

Posted 7/18/2026full-timeStarkville • Mississippi • 🇺🇸 United StatesJuniorMid-Level💰 $37,410 - $45,184 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management, credit application workflow, and data integrity within commercial banking. Proficient in generating reports and supporting sales functions to enhance client servicing and operational efficiency.

Highest-signal resume keywords

Client Relationship ManagementCredit Application Workflow ManagementData Integrity MaintenanceReport Generation and AnalysisSales Support Functions

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Information CollectionLoan Workflow ManagementException ReportingPipeline ManagementData Organization

Soft Skills

CommunicationCollaborationProblem-Solving

Tools & Technologies

OneViewRelationship Grouping Application (RGA)Treasury Management Systems

Industry Keywords

Commercial BankingClient ServicingUnderwritingLoan FulfillmentGeneral Banking Experience

About the role

Key responsibilities & impact

Assists Relationship Manager(s) by performing daily support activities related to client relationships
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 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 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 onboard new Treasury Management clients and provide guidance to clients for servicing
Maintains consistent data integrity for relationship team’s 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 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

Requirements

What you’ll need

Bachelor’s degree
Or High School Diploma or GED and two (2) years of general banking experience

Benefits

Comp & perks

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