Trust Relationship Specialist

1 week ago

Knoxville, Tennessee, United States Regions Bank Full time
Job Description

At Regions Bank, we are seeking a highly skilled Trust Relationship Specialist to join our Private Wealth Management team. As a key member of our team, you will provide general and clerical administrative support to our trust department, relieving our team members of clerical, administrative, and business details.

Key Responsibilities
  • Customer Service: Respond to routine customer and internal account inquiries, performing necessary research on complex matters and following up in a timely manner.
  • Account Management: Communicate with clients and internal partners regarding account openings, closings, asset transfers, and fees.
  • Documentation and Filing: Create and maintain proper account documentation and files account-related material according to our prescribed system in a timely manner.
  • Transaction Processing: Process complex Trust transactions in a timely manner.
  • Cash and Asset Distribution: May perform complex cash and asset distributions from account closings.
  • Account Monitoring: Perform standard account monitoring and notify leadership when overdrafts or large balances are discovered.
  • Forecasting and Research: May forecast client cash needs and provide estimates of liquidity needed to the relationship team.
  • Tax Compliance: May perform complex research for tax compliance and asset transfer issues.
  • Regulatory Compliance: Adhere to all internal and external regulatory requirements, standards, guidelines, policies, and procedures.
  • Special Projects: May create and organize PowerPoint presentations and Excel spreadsheets, attend client meetings with Trust Officers, and perform special projects as assigned.
  • Team Support: May assist and provide guidance to less experienced Specialists.
Requirements
  • Education: High School Diploma or GED.
  • Experience: Five (5) years of Trust or related experience.
  • Skills: Accurate typing, spelling, and grammar skills required.
Preferences
  • Education: Bachelor's degree in a business-related field.
  • Experience: Experience in trust administration with a solid understanding of trust office processes.
Skills and Competencies
  • Technical Skills: Proficient in computer software systems, including word processing, databases, and spreadsheets.
  • Soft Skills: Excellent organizational and customer service skills, excellent written and oral communication skills, and excellent analytical and problem-solving skills, including attention to detail.

This is a full-time position with a competitive salary range of $46,274.50 - $59,109.00 USD per year, depending on experience. We offer a comprehensive benefits package, including 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, and associate volunteer program.

Regions Bank is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive environment that promotes and values the differences that make each of us unique. If you are a motivated and detail-oriented individual who is passionate about providing exceptional customer service, we encourage you to apply for this exciting opportunity.

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