Trust Relationship Specialist
22 hours ago
At Regions Bank, we are seeking a highly skilled Trust Relationship Specialist to provide exceptional support to our trust department. As a key member of our team, you will be responsible for delivering top-notch administrative support, ensuring seamless operations, and fostering strong relationships with clients and internal partners.
Key Responsibilities:- Respond to customer and internal inquiries, conducting thorough research and providing timely follow-ups
- Communicate effectively with clients and internal partners regarding account openings, closings, asset transfers, and fees
- Maintain accurate and up-to-date account documentation and files, adhering to our prescribed system
- Process complex trust transactions in a timely and efficient manner
- Perform standard account monitoring, notifying leadership of overdrafts or large balances
- Forecast client cash needs and provide estimates of liquidity required
- Conduct complex research for tax compliance and asset transfer issues
- Adhere to all internal and external regulatory requirements, standards, guidelines, policies, and procedures
- High School Diploma or GED
- Five (5) years of trust or related experience
- Accurate typing, spelling, and grammar skills
- Bachelor's degree in a business-related field
- Experience in trust administration with a solid understanding of trust office processes
- Proficient in computer software systems, including word processing, databases, and spreadsheets
- Excellent organizational and customer service skills
- Excellent written and oral communication skills
- Excellent analytical and problem-solving skills, including attention to detail
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.
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