Private Wealth Relationship Specialist

17 hours ago


SaintBauzilledePutois, Occitanie, United States Regions Bank Full time
Job Summary

We are seeking a highly skilled Private Wealth Relationship Specialist to join our team at Regions Bank. As a key member of our Private Wealth management team, you will be responsible for delivering exceptional service to our affluent clients, providing support for sales efforts, and ensuring seamless execution of day-to-day transactions.

Key Responsibilities
  • Facilitate daily transactional needs of clients, including processing deposits, payments, and transfers.
  • Respond to client inquiries and provide information within the scope of your authority.
  • Support sales efforts by assisting with appointment scheduling, follow-up calls, and client marketing materials.
  • Monitor and manage risk activities, including overdrafts and other first-line defense activities.
Requirements
  • High School Diploma or equivalent required; Bachelor's degree in a business-related field preferred.
  • At least one year of private wealth administrative experience or equivalent.
  • Excellent collaboration, organizational, and customer service skills.
  • Strong analytical and problem-solving skills, including attention to detail.
  • Proficiency in Microsoft Office and CRM software.
What We Offer

Regions Bank offers a comprehensive benefits package, including paid vacation, sick time, 401(k) with company match, medical, dental, and vision benefits, disability benefits, and more. We are an equal opportunity employer and welcome applications from diverse candidates.


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