Regions Bank · 19 hours ago
Commercial Relationship Manager Associate
Dallas, TX
Full-time
Onsite
Entry Level
$66K/yr - $100K/yr
3+ years expRegions Bank is dedicated to providing a supportive environment for associates to build their careers. The Commercial Relationship Manager Associate plays a crucial role in supporting client relationships through research, financial modeling, and participation in strategic planning.
BankingInsurance
Responsibilities
Assists in cultivation of client relationships by conducting industry research, staying abreast of client and industry trends, and pursing prospects in targeted industry segments
Tracks and maintains key internal databases to enhance client deliverables
Develops and maintains detailed financial models for valuation, LBO, recapitalization and refinancing analysis
Serves as the primary point of contact for the Coverage Banker for client pitches and internal deal screens
Leads the preparation of written material, including client pitches and internal deal screens
Participates in client meetings, due diligence sessions, and other interactions during which provides exposure to key executives and senior bankers
Identifies Regions 360 opportunities across the product platform and coordinates discussions with Syndicated Finance, Corporate Finance, Derivatives, Leverage Finance, Treasury Management and others
Contributes to client planning by identifying new products, utilizing RCLIQ and other internal tools
Qualifies prospects and builds a database from which an intelligent business development campaign can be launched
Identifies the best person within a prospect to meet with (i.e. Owner, CFO, Treasurer, AT, etc.)
Helps coordinate and directs packages through the approval process including preparation of capital commitments analysis and pricing models and coordinating communication and discussions with Credit Products Partners
Qualification
Required
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
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
Company
Regions Bank
Regions Financial Corporation is a member of the S&P 500 Index and is one of the nation’s largest full-service providers of consumer and commercial banking, wealth management, and mortgage products and services.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-04-06Acquired
Leadership Team
Brian Happel
Executive Vice President and Fort Worth Market CEO
Daniel Hobbs
Executive Vice President, Head of Corporate Finance and Business Lines CFO
Recent News
2024-04-30
Business Journals
2024-04-28
Company data provided by crunchbase