Teams at Regions Bank

Develop and maintain a portfolio of affluent and high-net-worth clients using consultative financial planning and wealth advisory. Collaborate with internal partners to deliver investment, trust, estate, insurance, credit, and banking solutions. Acquire and expand complex client relationships, manage risk and compliance for the book of business, perform continuous client discovery, mentor junior associates, and potentially supervise others.

Provide administrative and transactional support to Financial Advisors: process money movements and trades, maintain CRM records, respond to advisor/client inquiries, assist onboarding and compliance monitoring, schedule appointments, prepare client-facing materials, and coordinate with operations to support business development and retention.

The Commercial Relationship Manager III develops relationship strategies for clients, delivers solutions, manages transactions, and collaborates with business partners to optimize revenue opportunities.