Corporate Trust Relationship Advisor

Regions Financial Corporation; Atlanta (GA); On-site; USD 67,000 - 82,000; Full time

Benefits offered by this job

Paid Vacation/Sick Time

401K with Company Match

Medical, Dental and Vision Benefits

Parental Leave

Employee Assistance Program

Job summary

Regions Financial Corporation is seeking a Corporate Trust Relationship Consultant to handle trust-related issues, schedule payments, and address non-investment matters for basic accounts. This role may assist the Trust Area Manager in developing new business with existing clients.

The position emphasizes building deeper client relationships across multiple business groups while ensuring compliance with policies and regulatory requirements.

Qualifications

• Bachelor's degree with three years of Trust or related experience.
• Or High School Diploma with five years of Trust or closely related experience.
• Experience in Corporate Trust preferred.

Responsibilities

• Manages the setup, implementation, and administration of Corporate Trust Accounts.
• Oversees and provides exceptional service for client relationships.
• Follows issues through to resolutions while meeting deadlines, and anticipating strategic client needs.
• Coordinates client service activities with other areas of the organization.
• Remains abreast of trends and developments in Corporate Trust to ensure proper administration.
• Understands clients' objectives and identifies and provides alternatives to appropriate stakeholders.
• Develops internal and external relationships with existing and new centers-of-influence (COIs).
• Performs duties in compliance with Corporate Policies and Procedures and Corporate Trust Program Documents and Procedures and all applicable external regulations.

Skills

Analytical skills

Communication skills

Presentation skills

Sales knowledge

Organizational skills

Education

Bachelor's degree with 3 years of Trust experience

High School Diploma with 5 years of Trust experience

Tools

Microsoft Office Suite

Job description

Regions Financial Corporation is seeking a Corporate Trust Relationship Consultant to handle trust-related issues, schedule payments, and address non-investment matters for basic accounts. This role may assist the Trust Area Manager in developing new business with existing clients.

The position emphasizes building deeper client relationships across multiple business groups while ensuring compliance with policies and regulatory requirements.