Fiduciary Trust Services Specialist

Regions Bank; Dallas (TX); On-site; USD 48,000 - 58,000; Full time

Benefits offered by this job

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

Job summary

Regions Bank in Dallas, Texas, is seeking a Trust Relationship Specialist to provide general and clerical support within the trust department. The role assists with routine inquiries, document handling, and coordination of complex fiduciary activities.

Ideal candidates bring 5+ years in trust or related fields, strong typing accuracy, and excellent communication. The position emphasizes accuracy, regulatory compliance, and collaboration with advisors.

Qualifications

• High School Diploma or GED required.
• Five years of Trust or related experience.
• Accurate typing, spelling and grammar skills required.
• Bachelor's degree in business preferred.

Responsibilities

• Responds to routine customer and internal account inquiries, performing necessary research on complex matters 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 complex Trust transactions in a timely manner.
• May perform complex cash and asset distributions from account closings.
• Performs standard account monitoring and notifies leadership when overdrafts or large balances are discovered.
• May forecasts client cash needs and provides estimates of liquidity needed to relationship team.
• May perform complex research for tax compliance and asset transfer issues.
• 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 Officer and perform special projects as assigned.
• May assist and provide guidance to less experienced Specialists.

Skills

Proficient in office software

Organizational skills

Communication skills

Analytical/problem-solving

Education

High School Diploma or GED

Five years trust experience

Bachelor's in business preferred

Job description

Regions Bank in Dallas, Texas, is seeking a Trust Relationship Specialist to provide general and clerical support within the trust department. The role assists with routine inquiries, document handling, and coordination of complex fiduciary activities.

Ideal candidates bring 5+ years in trust or related fields, strong typing accuracy, and excellent communication. The position emphasizes accuracy, regulatory compliance, and collaboration with advisors.