Trust Relationship Specialist

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 Trust Relationship Specialist provides general and clerical administrative support to an individual in the trust department and/or the trust department as a group, relieving them of clerical, administrative, and business detail.

Responsibilities

• Responds to routine customer and internal account inquiries, performing necessary research and following up in a timely manner
• Communicates with clients and internal partners regarding account openings, closings, asset transfers, and fees
• Creates and maintains proper account documentation and files account-related material according to the prescribed system in a timely manner
• Processes basic Trust transactions in a timely manner
• May perform basic cash and asset distributions from account closings
• Performs standard account monitoring and notifies leadership when overdrafts or large balances are discovered
• Adheres to all internal and external regulatory requirements, standards, guidelines, policies, and procedures
• May create and organize PowerPoint presentations and Excel spreadsheets
• May attend client meetings with Trust Officers

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.

Requirements

• High School Diploma or GED
• Accurate typing, spelling, and grammar skills

Preferences

• Bachelor's degree in a business-related field
• One (1) year of Trust or closely related experience

Skills and Competencies

• Proficient in computer software systems to include word processing, databases, and spreadsheets
• Good written and oral communication skills
• Good organizational and customer service skills
• Good analytical and problem-solving skills, including attention to detail

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. 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: $43,500.00 USD
• Median: $52,540.00 USD

This job is not incentive eligible.

Benefits

Regions offers a benefits package that is flexible, comprehensive, and recognizes that "one size does not fit all" for benefits-eligible associates.

• 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: Birmingham, Alabama