Trust Relationship Specialist – Wealth Shared Services Client Solutions

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.

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Job Description:

At Regions, the Trust Relationship Specialist provides general and clerical administrative support to an individual in the trust department and/or the trust department as a group, relieving them of clerical, administrative and business detail.

Primary Responsibilities

Responds to routine customer and internal account inquiries, performing necessary research and following up in a timely manner

Communicates with clients and internal partners regarding account openings, closings, asset transfers, and fees

Creates and maintains proper account documentation and files account related material according to the prescribed system in a timely manner

Processes basic Trust transactions in a timely manner

May perform basic cash and asset distributions from account closings

Performs standard account monitoring and notifies leadership when overdrafts or large balances are discovered

Adheres to all internal and external regulatory requirements, standards, guidelines, policies and procedures

May create and organize PowerPoint presentations and Excel spreadsheets

May attend client meetings with Trust Officers

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.

Requirements

High School Diploma or GED

Accurate typing, spelling and grammar skills

Preferences

Bachelors degree in a business related field

One (1) year of Trust or closely related experience

Skills and Competencies

Proficient in computer software systems to include word processing, databases and spreadsheets

Good written and oral communication skills

Good organizational and customer service skills

Good analytical and problem-solving skills, including attention to detail

This position is on our Wealth Shared Services Client Solutions team and supports Institutional Trust.

This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.

Regions will not sponsor applicants for work visas for this position. Applicants for this position must be currently authorized to work in the United States on a full-time basis.

Position Type

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:

$42,000.00 USD

Median:

$50,650.00 USD

Incentive Pay Plans:

This job is not incentive eligible.

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that “one size does not fit all” for benefits-eligible associates. (https://www.regions.com/about-regions/benefits/benefits-eligibility) 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. To learn more about Regions’ benefits, please click or copy the link below to your browser.

https://www.regions.com/welcometour/benefits.rf

Location Details

Riverchase Complex North Building

Location:

Hoover, Alabama

Bring Your Whole Self to Work

We have a passion for creating an inclusive environment that promotes and values the differences that make each of us stand out as unique individuals and help provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work and thrive is the right thing to do.

OFCCP Disclosure: Equal Opportunity Employer/Disabled/Veterans

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.