Commercial Relationship Associate

Commercial Relationship Manager Associate At Regions, the Commercial Relationship Manager Associate serves as primary coverage support for a Commercial Relationship Manager or team, assisting in the cultivation of client relationships by conducting research, staying abreast of client and industry trends, and participating in industry and client related strategic and tactical planning. Primary Responsibilities Assists in cultivation of client relationships by conducting industry research, staying abreast of client and industry trends, and pursuing 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 best person within a prospect to meet with (i.e. Owner, CFO, Treasurer, AT, etc.) Helps coordinate and direct packages through the approval process including preparation of capital commitments analysis and pricing models and coordinating communication and discussions with Credit Products Partners This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. This position is incentive eligible. This is a single incumbent position. Requirements Bachelor's degree with emphasis in management, accounting, finance, or a related field Three (3) years of experience in commercial credit analysis, commercial lending analysis Formal credit or commercial loan training Skills and Competencies 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 Full time Compensation Details Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location, and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position. Job Range Target: Minimum: Median: Incentive Pay Plans: This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals. Benefits Information Regions offers a benefits package that is flexible, comprehensive, and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions. 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 Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. Location Details Location: Greenway Plaza Houston, Texas Equal Opportunity Employer/including Disabled/Veterans

Created: 2026-03-07