Private Wealth Management Relationship Specialist

1 week ago

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

At Regions Bank, we are seeking a highly skilled Private Wealth Management Relationship Specialist to join our team. This role is responsible for delivering exceptional service to our affluent clients, providing a broad range of bank products and services, and supporting the Private Wealth management team's efforts to grow and retain clients.

Key Responsibilities:
  • Facilitate day-to-day standard transactional needs of the client base, including processing deposits, payments, account transfers, bill payments, wire transfers, and other client support transactions.
  • Enter and maintain accurate client records in CRM tools, loan closing document preparation, and assistance.
  • Respond to client requests for information and assist with general inquiries, within appropriate level of authority, including the processing of documentation for overdrafts, new account setup, and monitoring of various first-line-of-defense risk activities.
  • Support sales efforts by assisting with information for scheduling appointments, making follow-up telephone calls, and preparing and maintaining client marketing materials.
  • Collaborate with private wealth management and sales teams to ensure client needs are fulfilled and promote business development and client retention opportunities.
Requirements:
  • High School Diploma or GED and four (4) years of Private Wealth administration, Trust Support administration, or related experience.
  • OR a Bachelor's degree and two (2) years Private Wealth administration, Trust Support administration, or related experience.
Preferred Qualifications:
  • Bachelor's degree in a business-related field.
  • Thorough understanding of Investment Services and Banking Industry.
  • Solid understanding of Wealth Management processes.
  • Fundamental knowledge of credit processes and Investment Services support.
Skills and Competencies:
  • Excellent collaboration and relationship-building skills.
  • Proactive and thorough in developing comprehensive client correspondence.
  • Skilled in identifying and socializing best practices.
  • Distinguished organizational and customer service skills.
  • Excellent written and verbal communication skills.
  • Proven analytical and problem-solving skills, including attention to detail.
  • Strong record-keeping skills, including proficiency in standard CRM software.
  • Proficiency in Microsoft Office (Excel, Word, PowerPoint, etc.).
Benefits:

Regions Bank offers a comprehensive benefits package, including paid vacation/sick time, 401(k) 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.

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