NRRE Trust & Asset Operations Specialist

Regions Bank; Mobile (AL); On-site; USD 41,000 - 60,000; Full time

Job summary

Regions Bank in Mobile, Alabama seeks a Trust Relationship Specialist to provide clerical and administrative support within the NRRE trust line. You will handle routine client inquiries, document management, and basic trust transactions while ensuring regulatory compliance.

The role supports property management activities across NRRE assets, including coordination of meetings and document processing. A HS diploma is required; 1 year in Trust or related field preferred.

Qualifications

• High School Diploma or GED required.
• Bachelor's degree in a business-related field preferred.
• 1 year of Trust or closely related experience required or preferred.

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.
• The specialist will support NRRE line of business including Timber, Oil & Gas, Real Estate assets.

Skills

Attention to detail

Analytical skills

Customer service

Computer proficiency

Oral & written communication

Education

Bachelor's degree in business

High School Diploma or GED

Trust experience preferred

Tools

PowerPoint

Excel

Database software

Job description

Regions Bank in Mobile, Alabama seeks a Trust Relationship Specialist to provide clerical and administrative support within the NRRE trust line. You will handle routine client inquiries, document management, and basic trust transactions while ensuring regulatory compliance.

The role supports property management activities across NRRE assets, including coordination of meetings and document processing. A HS diploma is required; 1 year in Trust or related field preferred.