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Jobs · OTHR · Louisiana

Private Wealth Relationship Specialist

Regions Bank · New Orleans, LA · 1 wk ago
On-siteOTHR$44k/yrFull-time

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.

About the role

The Private Wealth Relationship Specialist assists in the coordinated delivery of a broad range of bank products and services (insurance, deposits, consumer credit etc.) to a challenging and sensitive portfolio of affluent clients. The Private Wealth Relationship Specialist will support a Private Wealth management team and render an extraordinary high level of service to private wealth management clients.

Responsibilities

  • Facilitates day-to-day basic transactional needs of the client base, including processing deposits, payments, transfers, or other routine transactions
  • Responds to client requests for information and assists with basic inquiries, within appropriate level of authority, including the processing of documentation for overdrafts and monitoring of various first-line-of-defense risk activities
  • Supports sales efforts by assisting with information for scheduling appointments, making follow-up telephone calls, and preparing and maintaining client marketing materials

This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act. This position also requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to https://fedregistry.nationwidelicensingsystem.org for more information.

Requirements

  • High School Diploma or GED

Preferences

  • Bachelor's degree in a business-related field
  • At least one (1) year of private wealth administrative experience or equivalent
  • Solid understanding of private wealth processes

Skills and Competencies

  • Excellent collaboration and relationship-building skills
  • Excellent organizational and customer service skills
  • Excellent written and verbal communication skills
  • Proactive and thorough in developing comprehensive client correspondence
  • Proficiency in Microsoft Office (Excel, Word, PowerPoint, etc.)
  • Skilled in identifying and socializing best practices
  • Strong analytical and problem-solving skills, including attention to detail
  • Strong record-keeping skills including proficiency in standard CRM software

This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.

Pay

Pay ranges are job-specific and 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 performance in the job role.

  • Minimum Job Range Target: $43,500.00 USD
  • Median: $52,540.00 USD

This job is not incentive eligible.

Benefits

Regions offers a flexible, comprehensive benefits package for benefits-eligible associates. Listed below is a synopsis of the benefits offered:

  • 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
  • Associate 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.

Schedule

This is a full-time position.

Location: New Orleans, Louisiana

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