Trust Relationship Specialist

About the role

The Trust Relationship Specialist at Regions provides general and clerical administrative support to individuals or the trust department, handling routine inquiries, account management, and special projects.

Responsibilities

• Responds to routine customer and internal account inquiries, performs necessary research, and follows up promptly
• Communicates with clients and internal partners regarding account openings, closings, asset transfers, and fees
• Creates and maintains proper account documentation and organizes account-related materials according to prescribed systems
• Processes complex trust transactions efficiently
• Makes complex cash and asset distributions from account closings
• Monitors accounts for overdrafts or large balances and reports findings to leadership
• Forecasts client cash needs and provides liquidity estimates to the relationship team
• Performs complex research for tax compliance and asset transfer issues
• Adheres to internal and external regulatory requirements, standards, guidelines, policies, and procedures
• Creates and organizes PowerPoint presentations and Excel spreadsheets
• Attends client meetings with Trust Officers and performs special projects as assigned
• Assists and guides less experienced Specialists

Requirements

• High School Diploma or GED
• Five (5) years Trust or related experience

Preferences

• Bachelor's degree in a business related field
• Experience in trust administration with a solid understanding of trust office processes

Skills and Competencies

• 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

Position Type

Full time

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Factors such as experience, skills, knowledge, contribution, job location, and performance impact pay for individual associates. 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: $50,500.00 USD
• Median: $63,650.00 USD

Incentive Pay Plans

This position is not incentive eligible.

Benefits Information

Regions offers a benefits package that is flexible, comprehensive, and tailored to meet the needs of each associate. Benefits include 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.

Location Details

Crestline Location: Birmingham, Alabama

Equal Opportunity Employer

Regions is committed to providing equal employment opportunities and includes disabled and veterans in its hiring process.