Trust Relationship Specialist

1 month ago

Memphis, Tennessee, 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 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

  • Bachelor's 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 a part of our Private Wealth Management Trust department.

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.

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:

$39,900.00 USD

50th Percentile:

$48,117.50 USD

Incentive Pay Plans:

This job is not incentive eligible.Location:Memphis, Tennessee

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.

  • Security and Emergency Response Specialist

    1 week ago

    Memphis, Tennessee, United States North Cumbria Integrated Care NHS Foundation Trust Full time

    About the RoleWe are seeking a highly skilled and experienced Security and Emergency Response Specialist to join our team at North Cumbria Integrated Care NHS Foundation Trust. As a key member of our Facilities Department, you will be responsible for ensuring the safety and security of our patients, staff, and visitors.Key ResponsibilitiesOperate the site...

  • Security and Emergency Response Specialist

    3 days ago

    Memphis, Tennessee, United States North Cumbria Integrated Care NHS Foundation Trust Full time

    About the RoleWe are seeking a highly skilled and experienced Security and Emergency Response Specialist to join our team at North Cumbria Integrated Care NHS Foundation Trust. As a key member of our Facilities Department, you will be responsible for ensuring the safety and security of our patients, staff, and visitors.Key ResponsibilitiesOperate the site...

  • Customer Relationship Manager

    19 hours ago

    Memphis, Tennessee, United States Civista Bank Full time

    Job SummaryCivista Bank is seeking a highly motivated and customer-focused Personal Banking Specialist to join our team. As a key member of our retail banking team, you will be responsible for building and maintaining strong relationships with our customers, providing exceptional service, and promoting our products and services.Key ResponsibilitiesCustomer...

  • Bilingual Relationship Banker II

    1 day ago

    Memphis, Tennessee, United States Simmons Bank Full time

    About the RoleWe are seeking a highly motivated and customer-focused Relationship Banker II to join our team at Simmons Bank. As a key member of our banking team, you will be responsible for building and maintaining strong relationships with our clients, providing expert financial solutions, and delivering exceptional customer service.Key...

  • Cath Lab Technologist

    1 week ago

    Memphis, Tennessee, United States Trusted Resource Associates (TRA) Full time

    Job Title: Cardiac Cath Lab Technologist - Local ContractJob Summary:Trusted Resource Associates (TRA) is seeking a skilled Cardiac Cath Lab Technologist to join our team on a local contract basis. As a key member of our team, you will be responsible for providing technical and patient support in a fast-paced Cardiac Cath Lab...

  • Client Relationship Specialist III

    2 weeks ago

    Memphis, Tennessee, United States Independent Bank Full time

    Position OverviewROLE SUMMARY:This role demands a strong dedication to delivering exceptional customer service to our commercial and business banking clientele.ESSENTIAL SKILLS:Effective verbal and written communication abilitiesProficient in Microsoft Office SuiteBackground in customer service, sales, and conflict resolutionFamiliarity with deposit and loan...

  • Relationship Banker II

    20 hours ago

    Memphis, Tennessee, United States Trustmark Full time

    Job SummaryTrustmark is seeking a skilled Relationship Banker II to join our team. As a Relationship Banker II, you will be responsible for building and maintaining strong relationships with our customers, identifying their financial needs, and providing personalized solutions to meet those needs.Key ResponsibilitiesCustomer Relationship Building: Develop...

  • Business Growth Specialist

    1 week ago

    Memphis, Tennessee, United States brightview Full time

    About the RoleWe are seeking a highly motivated and results-driven Business Growth Specialist to join our team at BrightView. As a Business Growth Specialist, you will be responsible for aggressively growing our landscape maintenance business in a defined territory.Key ResponsibilitiesBuild and maintain trusted relationships with key decision makers,...

  • Community Engagement Specialist

    2 weeks ago

    Memphis, Tennessee, United States The Equity Alliance Full time

    Job Title: Community Engagement SpecialistAbout The Equity AllianceThe Equity Alliance (TEA) is a Tennessee-based 501(c)(3) nonpartisan grassroots organization led by award-winning Black women. Our mission is to unapologetically build independent Black political and economic power. We educate, empower, and mobilize Black people to take action and keep our...

  • **Sales Growth Specialist**

    2 weeks ago

    Memphis, Tennessee, United States Component Control Full time

    About Component ControlComponent Control is a leading provider of innovative solutions to the global business aviation industry. We pride ourselves on our commitment to excellence, streamlining the exchange of parts and services, and creating substantial value for our clients and the industry at large.Job SummaryWe are seeking a highly motivated and...

  • Client Relationship Specialist

    2 weeks ago

    Memphis, Tennessee, United States Bank of Bartlett Full time

    Position OverviewThe Bank of Bartlett, established in 1980, has a strong commitment to the community, actively engaging with local churches, schools, and charitable organizations. Our mission is to effectively support our clients' financial aspirations by providing tailored small business and consumer banking solutions, distinguished by exceptional...

  • Foster Care Specialist

    5 days ago

    Memphis, Tennessee, United States Youth Villages Full time

    Job SummaryWe are seeking a highly skilled and compassionate Foster Care Specialist to join our team at Youth Villages. As a Foster Care Specialist, you will work with families and children in foster care to provide intensive in-home based treatment and support. This is a challenging and rewarding role that requires strong clinical skills, excellent...

  • Outpatient Clinic Coordinator

    2 weeks ago

    Memphis, Tennessee, United States North Cumbria Integrated Care NHS Foundation Trust Full time

    About the RoleThe Outpatient Clinic Coordinator plays a vital role in ensuring the smooth operation of our outpatient services at North Cumbria Integrated Care NHS Foundation Trust. As a key member of our team, you will be responsible for providing exceptional patient experience and ensuring that our patients receive the highest level of care.Main...

  • Relationship Banker II

    7 days ago

    Memphis, Tennessee, United States Trustmark Full time

    Job DescriptionOverview:As a Relationship Banker II at Trustmark, you will play a crucial role in identifying customer needs and matching them with the appropriate bank products and services. Your primary objective will be to enhance customer satisfaction, loyalty, and financial well-being by utilizing proactive sales/service efforts and recognizing referral...

  • Community Engagement Specialist for West TN

    2 weeks ago

    Memphis, Tennessee, United States The Equity Alliance Full time

    About The Equity AllianceThe Equity Alliance (TEA) is a Tennessee-based 501(c)(3) nonpartisan grassroots organization led by award-winning Black women. We envision a society where Black communities are thriving and have equitable access to power, resources, and the freedom to choose our quality of life. Our mission is to unapologetically build independent...

  • VMI Sales Specialist

    2 months ago

    Memphis, Tennessee, United States REXEL Full time

    Rexel USA is recognized as a Great Place to Work Rexel USA includes the following companies: Rexel, Gexpro, Platt & Mayer. A career with us offers professional growth, career advancement, unlimited opportunities to learn, and a fun, inclusive culture. We are committed to creating a diverse workplace where everyone is valued, treated with dignity and respect,...

  • Hospital Account Manager, Therapy Specialist

    3 days ago

    Memphis, Tennessee, United States Masimo Full time

    About the Role**Job Summary**We are seeking a highly motivated and experienced Sales Representative to join our team at Masimo. As a Sales Representative, you will be responsible for selling our innovative medical device solutions to hospitals and healthcare facilities. Your primary goal will be to identify new business opportunities and grow existing...

  • Business Operations Specialist

    2 weeks ago

    Memphis, Tennessee, United States Cogent Analytics Full time

    Business Operations Specialist This role offers a remarkable opportunity to collaborate with clients, enhancing their operational and financial efficiencies. The position entails extensive travel. JOB SUMMARY Design, develop, implement, and assess tailored solutions that support organizations in boosting productivity and revenue, thereby positively...

  • Traveling Catheterization Laboratory Specialist

    1 week ago

    Memphis, Tennessee, United States Trusted Resource Associates (TRA) Full time

    Job SummaryTrusted Resource Associates (TRA) is seeking a highly skilled and experienced Catheterization Laboratory Specialist to join our team as a Traveling Catheterization Laboratory Specialist. This is a 13-week contract opportunity in a dynamic and fast-paced environment.Key ResponsibilitiesProvide technical and patient support during invasive and...

  • Parts Specialist

    2 weeks ago

    Memphis, Tennessee, United States Work With Your Handz Full time

    Job OverviewYour Skills Keep Us Operational: Become Our Parts SpecialistSince our inception, we have been a reliable partner for businesses in need of dependable commercial refrigeration solutions. Our expertise allows us to provide exceptional service, high-quality equipment, and peace of mind. Our dedication to surpassing expectations is evident in our...