Commercial Relationship Specialist – SBA

Regions Bank

. Provide general administrative support to Relationship Managers within Commercial Banking and specialized business segments including SBA .

Posted 10/24/2026full-timeUnited StatesMid-LevelSenior💰 $56,055 - $70,652 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong relationship management capabilities, with proficiency in client support, data analysis, and administrative processes within Commercial Banking. Skilled in utilizing Microsoft Office tools and managing loan workflows effectively.

Highest-signal resume keywords

Client Relationship ManagementMicrosoft Office ProficiencyData AnalysisLoan Workflow ManagementMentoring and Training

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client SupportData Integrity ManagementCredit Application WorkflowsLoan Maturity ManagementRelationship Grouping Application (RGA)

Soft Skills

Excellent Verbal CommunicationExcellent Written CommunicationOrganizational SkillsSelf-MotivationWork Ethic

Tools & Technologies

OneView Pipeline Report360 ReportWeekly Sales ReportTreasury Management Tools

Industry Keywords

Commercial BankingSBAClient OnboardingUnderwritingLoan Fulfillment

About the role

Key responsibilities & impact

Provide general administrative support to Relationship Managers within Commercial Banking and specialized business segments including SBA
Assist with daily support activities related to client relationships
Serve as a point of contact for Commercial Banking clients' servicing requests
Attend weekly meetings to discuss renewals, pipeline items, servicing requests, and reports
Provide relationship management reports, including 360 Report, Weekly Sales Report, OneView Pipeline Report, Maturities, Past Due and Exception Reporting
Facilitate credit application workflows, collect client financial information, submit facility applications, and manage loan workflows through closing
Manage post-closing tickler requirements and exceptions
Manage loan maturity pipelines and ensure timely renewal approval and closing
Liaise between Credit Products and the Commercial Team on underwriting and loan fulfillment
Support marketing requests, client and prospect presentations, and prospect information files
Open new deposit products for clients
Support Treasury Management client onboarding and servicing resources
Maintain data integrity and OneView administrative data
Manage client records and data organization in Relationship Grouping Application (RGA)
Support specialized business segment clients, including SBA
Assist with administrative tasks, new associate training, and mentoring

Requirements

What you’ll need

Bachelor's degree and three (3) years of banking or client support experience
Or High School Diploma or GED and four (4) years of general banking experience
Proficiency in Microsoft Office (Word, Excel, PowerPoint)
Ability to lead and mentor others
Ability to partner with various internal partners across the organization
Ability to research, analyze data and derive facts
Excellent verbal, written communication, and organizational skills
Excellent work ethic and self-motivation

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
Overtime eligibility for hours worked in excess of 40 per week