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Private Wealth Relationship Specialist

4 months ago

Tampa, Florida, 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 Private Wealth Relationship Specialist assists in the coordinated delivery of a broad range of bank products and services (insurance, deposits, consumer credit etc.) to a challenging and sensitive portfolio of affluent clients. The Private Wealth Relationship Specialist will be responsible for supporting a Private Wealth management team and rendering an extraordinary high level of services to private wealth management clients.

Primary Responsibilities

  • Facilitates day to day basic transactional needs of the client base, including processing deposits, payments, transfers or other routine transactions
  • Responds to client requests for information and assists with basic inquiries, within appropriate level of authority, including the processing of documentation for overdrafts and monitoring of various first line of defense risk activities
  • Supports sales efforts by assisting with information for scheduling appointments, making follow up telephone calls, and preparing and maintaining client marketing materials

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.

This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to for more information.

Requirements

  • High School Diploma or GED

Preferences

  • Bachelor's degree in a business related field
  • At least one (1) year of private wealth administrative experience or equivalent
  • Solid understanding of private wealth processes

Skills and Competencies

  • Excellent collaboration and relationship building skills
  • Excellent organizational and customer service skills
  • Excellent written and verbal communication skills
  • Proactive and thorough in developing comprehensive client correspondence.
  • Proficiency in Microsoft Office (Excel, Word, PowerPoint, etc)
  • Skilled in identifying and socializing best practices
  • Strong analytical and problem solving skills, including attention to detail
  • Strong record keeping skills including proficiency in standard CRM software

This position is a part of our Private Wealth Management team and will support both Private Wealth Advisors and Trust Advisors.

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:Tampa, Florida

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.