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Management Associate Business Banking Relationship Assistant

Regions Small Business Banking serves businesses with annual revenue generation from $1M- $20M by providing them with a variety of banking solutions that include Cash Management, Merchant Services, and Payroll Services. Our business banking teams are responsible for managing and retaining existing relationships and generating new business in the Business Banking market segment.

The Management Associate Business Banking Relationship Assistant (MA BBRA) is the primary client contact for banking service issues, handling transaction requests, inquiries, maintenance on accounts, and assisting Managers to provide Regions 360 solutions. The MA Business Banking Relationship Assistants support the Relationship Managers by providing general administrative support.
As an MA BBRA, you can expect some of the following responsibilities:

  • Assist BBRM in all sales efforts, call preparation, client research, strategy development and portfolio management.
  • Handle and respond to customer informational requests and keep respective Relationship Managers informed when appropriate.
  • Communicate with the Loan Center during underwriting, document preparation, and loan closing.
  • Review reports for cross-sell and expansion opportunities.

Successful MA BBRAs possess the following professional skills:

  • Financial and accounting acumen
  • Problem solving
  • Critical thinking
  • Leadership skills
  • Strong organizational skills
  • Attention to detail
  • Communication & interpersonal skills
  • Sales ability

Successful MA BBRAs generally have obtained experience/education in the following areas:

  • Bachelor’s degree in finance, financial services, economics or a related field.
  • Practical experience in Business Banking or in financial services.

 

This document is not a formal job description. It is intended to describe the general nature of the work that a Management Associate in this track of the program may be expected to perform or observe over the course of the program. This is not an exhaustive list of the duties and responsibilities, and Regions reserves the right to amend and change program participants’ duties and responsibilities to meet business and organizational needs, which may vary by group, department, branch, and/or location.