Corporate Banking Administrative Relationship Specialist- Energy Sector

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Job 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 solutions
  • Opens/Closes new deposit products
  • Collects, reviews, and scans all necessary KYC (Know Your Customer) documents
  • Works closely with Treasury Management (TM) Team to successfully onboard new clients
  • Provides guidance to deposit client and route to appropriate TM resource for servicing
  • Pulls daily Non-Sufficient Funds (NSF/Overdrafts)
  • Processes deposit account maintenance
  • Completes deposit account research and requests
  • Works 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 teams
  • Conducts 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 Exceptions
  • Processes loan payments
  • Process subsequent advances on lines of credit

• Compliance/Regulatory:
  • Maintains data integrity in all applicable systems
  • Creates Account Record in OneView, to serve as client CIP form
  • Collects client information on all applicable parties and entities
  • Obtains and reviews entity documentation for all applicable clients/parties to transaction
  • Completes Beneficial Ownership (BO) Certification Forms
  • Follows 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 reporting
  • Compiles 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

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