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Client Solutions Relationship Consultant – Institutional Services

3 months ago

Hoover, 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 Client Solutions Relationship Consultant – Institutional Services has the primary function of direct contact with external account holders. This position oversees the client administration and acquisition of a small group of Personal and Institutional Trust and Retirement Plan accounts.

Primary Responsibilities

  • Oversees client relationships on an assigned book of trust accounts
  • Prospects and develops internal and external business networks to identify opportunities to enhance the profitability of the trust book of business, when applicable
  • Assists with the review of potential new business and the closure of existing accounts, which may require guidance from more senior consultants
  • Manages the set-up, implementation, and administration of trusts and estates, ensuring account administration follows fiduciary principles
  • Conducts Annual Administrative and Compliance Reviews for clients
  • Supplies Portfolio Managers with documentation of non-standard asset reviews for Annual Investment reviews and leads the investment review exceptions process
  • Facilitates the non-discretionary and discretionary distribution processes with approval authority of $25,000 or less
  • Ensures all accounts comply with applicable internal programs and procedures
  • Instructs the designated person or unit on the disposition of check(s) from their assigned trust accounts
  • Serves as a partner to Wealth Management associates in the field, specializing in Estates, Retirement, Endowments & Foundations, Custody, Asset Management, or Funeral Trust services
  • Coordinates administrative functions with attorneys, co-trustees, investment advisors, and CPAs
  • May participate in technology projects and process pilots to enhance innovation for the team or Wealth Management

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.

Requirements

  • High School Diploma and one (1) year of Trust or closely related experience

Preferences

  • Bachelor's degree in a related field
  • Experience in Trust Administration and Institutional/Retirement Services Administration
  • Experience in Transactions including GST, 65-day elections, LLC's and Partnerships, Decantings or Modifications, and 5/5 Powers
  • Experience with Trust accounting
  • Familiarity with governing/applicable laws and regulations
  • Professional designations and/or certifications

Skills and Competencies

  • Customer service skills
  • Proficient in Microsoft Office suite
  • Proficient verbal, written communication, and organizational skills
  • Strong analytical and problem-solving skills
  • Strong attention to detail
  • Strong presentation and sales skills

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:

$46,699.20 USD

50th Percentile:

$63,710.00 USD

Incentive Pay Plans:

This job is not incentive eligible.Location:Hoover, 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.