Investment Services Relationship Team Administrator

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. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description At Regions, the Investment Services Relationship Team Administrator (RTA) leads the area’s Wealth Relationship Specialists, Trust Relationship Specialists, or Sales Assistants to ensure quality service to internal partners and clients. This role has direct management responsibility for support staff and may also directly support members of the advisor team. Primary Responsibilities Provides leadership, coaching, and training to Wealth Relationship Specialists, Trust Relationship Specialists, or Sales Assistants, serving as the dedicated subject matter expert on policies and procedures for business group systems and transactionsUnderstands client needs and identifies opportunities to improve and resolve client service issuesCoaches associates to identify expansion opportunities within existing relationships and/or identify knowledge gapsDisseminates pertinent information to support team, ensuring consistencyAssists the team with resolving complex client issuesCompletes and processes administrative documents for the departmentMonitors departmental compliance trainingMonitors risk and compliance on various client transaction activitySupports the business, as needed, with other administrative duties such as the onboarding of new associates, training, complex reporting, and other duties as assignedTravels, as needed, to support the assigned area marketMay perform general management duties, in partnership with business leadership and Human Resources, exercising usual authority concerning staffing, performance evaluations, promotions, and terminations This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. Requirements High School Diploma or GEDFive (5) years of experience in a related field Preferences College degree or technical school certification Skills And Competencies Ability to supervise and manage a teamAbility to work well under pressure and meet deadlinesDemonstrated leadership capabilitiesExcellent customer service skillsStrong organizational skillsStrong relationship-building capabilitiesStrong verbal and written communication skills This role will lead a team of Sales Assistants within our Investment Services Group. Occasional travel will be required. Onsite expectations will be out of our office in Hoover, AL. Highly Preferred High School Diploma or GED with five (5) years of bank brokerage experienceOr Bachelor’s degree in a related field with one (1) year of bank brokerage experienceFinancial Industry Regulatory Authority (FINRA) Series 7, 63, and 65 or 66 (1 year to achieve)Life Insurance License (1 year to achieve) Position Type Full time 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. Minimum Job Range Target: $61,588.45 USD Median $82,780.00 USD Incentive Pay Plans This job may participate in an annual discretionary bonus plan. Benefits Information Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions. Paid Vacation/Sick Time401K with Company MatchMedical, Dental and Vision BenefitsDisability BenefitsHealth Savings AccountFlexible Spending AccountLife InsuranceParental LeaveEmployee Assistance ProgramAssociate Volunteer Program Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser. https://www.regions.com/about-regions/welcome-portal/benefits Location Details Riverchase Complex North Building Location: Hoover, Alabama Equal Opportunity Employer/including 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.