Private Wealth Management Relationship Specialist - Brevard County

Regions Financial Corporation; Melbourne (FL); On-site; USD 40,000 - 49,000; Full time

Job summary

Regions in Melbourne, FL seeks a Private Wealth Management Relationship Specialist to support a broad range of bank products for affluent clients. You will help grow and retain clients by delivering high-service levels and coordinating with the Private Wealth team.

Responsibilities include scheduling appointments, processing routine transactions, maintaining CRM records, and handling loan document prep. A Bachelor’s degree or equivalent banking experience is required.

Qualifications

• Bachelor's degree is required.
• Or High School Diploma or GED with two years of banking/client support experience.

Responsibilities

• Assist with scheduling appointments and preparing client materials.
• Handle day-to-day transactional needs and routine deposits/payments.
• Enter and maintain client records in CRM; assist with loan documents.
• Respond to client inquiries and process documentation for overdrafts and risk activities.

Skills

Client communication

Microsoft Office

Analytical skills

Relationship building

Organization

Verbal & written communication

Education

Bachelor's degree

Tools

CRM software

Job description

Private Wealth Management Relationship Specialist - Brevard County

Thank you for your interest in a career at Regions. 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.

Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.

Job Description:

At Regions, the Private Wealth Management Relationship Specialist assists in the coordinated delivery of a broad range of bank products and services (trust, insurance, deposits, credit, mortgage, investment, etc.) to affluent clients. This role is responsible for rendering an extraordinarily high level of services to private wealth management clients and supporting the Private Wealth management team’s effort to grow and retain clients.

Primary Responsibilities

• Supports sales efforts by assisting with information for scheduling appointments, making follow up telephone calls, and preparing and maintaining client marketing materials
• Facilitates the day-to-day basic transactional needs of the client base, including processing deposits, payments, transfers, or other routine transactions
• Enters and maintains appropriate client records in Customer Relationship Management (CRM) tools, and handles loan closing document preparation and assistance
• Responds to client requests for information and assists with basic inquiries, within the appropriate level of authority, including the processing of documentation for overdrafts and the monitoring of various first line of defense risk activities

This position requires the tracking of time and is eligible for overtime hours worked in excess of 40 per week under the Fair Labor Standards Act.

This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to https://fedregistry.nationwidelicensingsystem.org for more information.

Requirements

• Bachelor's degree
• Or High School Diploma or GED and two (2) years general banking, paralegal, or client support experience

Preferences

• Bachelor's degree in a business related field
• One (1) year of Private Wealth administration, Trust Support administration, or related experience
• Fundamental understanding of Wealth Management processes

Skills and Competencies

• Proactive and thorough in developing comprehensive client correspondence
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, etc.)
• Proven analytical and problem-solving skills, including strong attention to detail
• Strong collaboration and relationship building skills
• Strong organizational and customer service skills
• Strong verbal and written communication skills

Full time

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

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.

Job Range Target

Minimum:

$44,412.50 USD

Median:

$54,406.50 USD

Incentive Pay Plans:

This job is not incentive eligible.

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

• 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

https://www.regions.com/about-regions/welcome-portal/benefits

Location Details

Viera West Office

Location

Melbourne, Florida

Equal Opportunity Employer/including Disabled/Veterans

Regions is committed to working with and providing reasonable assistance to individuals with physical and mental disabilities. If you are an individual with a disability requiring an accommodation at any point in the application or hiring process, please email your request to [e-mail] or leave a voice message at [phone]. Only requests for a disability basedaccommodation should be communicated through this central email or telephone number. General employment questions cannot be accepted or processed through this process and will not receive a response. If you require assistance or have questions regarding the recruitment process, please submit your inquiries to [e-mail].

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.