Corporate Relationship Specialist

About the role

The Corporate Relationship Specialist at Regions Bank provides general administrative and sales support to Corporate Relationship Managers and serves as the primary point of contact for corporate bank clients. This role involves performing daily support activities, managing client relationships, and supporting various administrative tasks.

Responsibilities

• Acts as the primary point of contact for corporate banking clients and manages all servicing requests related to their banking relationship.
• Performs daily support activities related to client relationships, keeping Relationship Managers informed of client activity and interactions.
• Ensures data integrity for the overall portfolio, identifying and resolving discrepancies in a timely manner.
• Communicates internally and externally to resolve client issues and concerns.
• Manages multiple priorities in a changing, fast-paced environment.
• Supports Relationship Managers with miscellaneous administrative tasks.
• Identifies and executes process improvements to enhance client experience and deal team effectiveness.
• Aids in event execution, special projects, and pitch book preparation.
• Handles deposits by collaborating with the Relationship Manager to determine the best deposit solutions, opening/closing new deposit products, and maintaining accounts.
• Collaborates with the Treasury Management (TM) team to successfully onboard new clients, providing guidance and assisting with servicing.
• Supports credits and loans by acting as a liaison between Credit Products Underwriting, Corporate Loan Fulfillment, and Relationship Management teams, conducting and assisting in loan due diligence, and processing loan payments.
• Maintains data integrity in all applicable systems, creating Account Records in OneView, obtaining and reviewing entity documentation, and completing Beneficial Ownership (BO) Certification Forms.
• Manages data organization within RGA for accurate 360 reporting and compiles reports for Relationship Manager(s).

Requirements

• High School Diploma or GED and six (6) or more years general banking experience, or a Bachelor’s degree and four (4) years banking or client support experience.
• Highly developed communication and customer service skills, both over the phone and in person.
• Exceptional organizational skills and the ability to think analytically.

Skills and Competencies

• Effective communication with team members and management, understanding confidentiality to sensitive information.
• Developing and maintaining effective working relationships with internal and external partners.
• Independently identifying goals, prioritizing tasks, and executing tasks to meet deadlines.
• Managing multiple priorities in a changing, fast-paced environment.
• Administering administrative experience, time management, and troubleshooting skills.
• Exceptional customer service skills, over the phone and in person, with both customers and internal departments.
• Proficiency in MS Office.
• Proactively seeking opportunities to execute tasks effectively without direct supervision.
• Prioritizing tasks and executing them to meet deadlines.
• Strong organization skills and analytical thinking.

Benefits

• 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.