Trust Relationship Specialist

6 days ago


Birmingham, Alabama, United States Regions Full time

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.

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 sales and support staff regarding account openings, closings, and asset transfers
  • 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
  • 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
  • Creates and organizes PowerPoint slide presentations and Excel spreadsheets
  • May attend client meetings with Trust Officer


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

  • Bachelor's degree in a business related field
  • One (1) year of trust administrative experience with a solid understanding of trust office processes

Skills and Competencies

  • Proficient in computer software systems to include word processing, databases and spreadsheets
  • Excellent written and oral communication skills
  • Excellent organizational and customer service skills
  • Good analytical and problem-solving skills, including attention to detail

This position is on the Private Wealth Management Estate Administration team.

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

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

50th Percentile:

$50,650.00 USD

Incentive Pay Plans:

This job is not incentive eligible.Location:Birmingham, Alabama

Bring Your Whole Self to Work

We have a passion for creating an inclusive environment that promotes and values diversity of race, color, national origin, religion, age, sexual orientation, gender identity, disability, veteran status, genetic information, sex, pregnancy, and many other primary and secondary dimensions that make each of us unique as individuals and 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 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.



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