Commercial Relationship Assistant (Tampa)

Regions Financial Corporation Tampa , FL 33602

Posted 2 months ago

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.

Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored for a set period of time. You may review, modify, or update your information by visiting and logging into the careers section of the system.

Job Description:

At Regions, the Commercial Relationship Assistant provides general administrative support to Commercial Relationship Managers.

Primary Responsibilities

  • 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
  • Four (4) years' general banking experience


  • College degree

Location:Tampa, Florida


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Commercial Relationship Assistant (Tampa)

Regions Financial Corporation