Regions Bank Commercial Relationship Assistant in Fort Worth, Texas
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.
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At Regions the Commercial Relationship Assistant provides general administrative support to Commercial Relationship Managers.
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.
High school diploma or GED
Three (3) years' general banking experience
- College degree
*lending experience preferred
FWT Business Center
Fort Worth, Texas
At Regions, our culture focuses on five core values that are a commitment to how we will do business:
Put people first
Do what is right
Focus on your customer
Through these values, our mission to make life better drives our desire to improve and make a positive difference in the communities where we work and live through financial investments and volunteering.