Commercial Relationship Manager Associate

Regions Bank

. Serves as primary coverage support for a Commercial Relationship Manager or team .

Posted 10/13/2026full-timeCoral Gables • Florida • United StatesMid-Level💰 $65,905 - $100,118 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in commercial credit analysis and financial modeling, with a strong ability to cultivate client relationships and deliver impactful presentations. Proficient in utilizing internal tools for client planning and business development while maintaining a results-driven approach in a collaborative environment.

Highest-signal resume keywords

Commercial Credit AnalysisFinancial ModelingClient Relationship ManagementMicrosoft ExcelVerbal And Written Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingCommercial Credit AnalysisValuationLBO AnalysisRecapitalization AnalysisRefinancing AnalysisClient Pitch PreparationDue DiligenceDatabase ManagementProspecting

Soft Skills

Self-DirectedTask PrioritizationAccountabilityCollaborationResults-Driven Orientation

Tools & Technologies

RCLIQMicrosoft WordMicrosoft ExcelMicrosoft PowerPoint

Certifications & Qualifications

Formal Credit TrainingCommercial Loan Training

Industry Keywords

Commercial LendingClient MeetingsFinancial StatementsCapital Commitments AnalysisPricing Models

About the role

Key responsibilities & impact

Serves as primary coverage support for a Commercial Relationship Manager or team
Cultivates client relationships through industry research, client and industry trend monitoring, and prospecting
Tracks and maintains key internal databases to enhance client deliverables
Develops and maintains financial models for valuation, LBO, recapitalization, and refinancing analysis
Serves as primary point of contact for client pitches and internal deal screens
Leads preparation of written materials, including client pitches and internal deal screens
Participates in client meetings, due diligence sessions, and other interactions with executives and senior bankers
Identifies Regions 360 opportunities and coordinates discussions across product teams
Contributes to client planning by identifying new products and using RCLIQ and other internal tools
Qualifies prospects and builds business development databases
Identifies appropriate prospect contacts, such as owners, CFOs, treasurers, or authorized representatives
Coordinates approval packages, capital commitments analysis, pricing models, and communications with Credit Products Partners

Requirements

What you’ll need

Bachelor's degree in Management, Accounting, Finance, or a related field
Three (3) years of experience in commercial credit analysis and/or commercial lending analysis
Formal credit or commercial loan training
Ability to self direct and prioritize tasks, demonstrating both management skills and ability to achieve communicated deadlines
Excellent computer skills in Microsoft Word, Excel and PowerPoint
Strong sense of accountability with a results-driven orientation as part of a collaborative team environment
Strong understanding of financial statements
Superior verbal and written communication skills

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
Discretionary incentive plan with potential performance-based award