Private Wealth Relationship Specialist

Regions Bank; Melbourne (FL); On-site; USD 48,000 - 60,000; Full time

Benefits offered by this job

Paid Vacation

401K

Medical Benefits

Disability Benefits

Health Savings Account

Flexible Spending Account

Life Insurance

Parental Leave

Employee Assistance Program

Volunteer Program

Job summary

Regions Bank in Melbourne, FL is seeking a Private Wealth Management Relationship Specialist to support a broad range of bank products and services for affluent clients. You will collaborate with Private Wealth Management and Sales teams to fulfill client needs and grow relationships.

Responsibilities include processing deposits and transfers, maintaining client records in CRM, and assisting with loan closing documents while delivering an extraordinarily high level of service.

Qualifications

• Bachelor’s degree and two (2) years of Private Wealth administration, Trust Support administration, or related experience.
• Or High School Diploma or GED and four (4) years of Private Wealth administration, Trust Support administration or related experience.

Responsibilities

• Supports sales efforts by assisting with information for scheduling appointments, making follow up telephone calls, and preparing and maintaining client marketing materials
• Collaborates with Private Wealth Management and Sales teams to ensure client needs are fulfilled and promote business development and client retention opportunities
• Facilitates the day-to-day standard transactional needs of the client base, including processing deposits, payments, account transfers, bill payments, wire transfers, or other client support transactions
• Enters and maintains appropriate client records in CRM tools and handles loan closing document preparation and assistance
• Responds to client requests for information and assists with general inquiries, within the appropriate level of authority, including the processing of documentation for overdrafts, assisting with new account setup, and the monitoring of various first line of defense risk activities

Skills

Collaboration

Verbal & written communication

Microsoft Office

Analytical skills

Organization & customer service

CRM proficiency

Client correspondence

Best practices

Education

Bachelor’s degree + 2 years wealth administration

High School Diploma + 4 years wealth administration

Tools

Microsoft Office

CRM software

Job description

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
• Collaborates with Private Wealth Management and Sales teams to ensure client needs are fulfilled and promote business development and client retention opportunities
• Facilitates the day-to-day standard transactional needs of the client base, including processing deposits, payments, account transfers, bill payments, wire transfers, or other client support 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 general inquiries, within the appropriate level of authority, including the processing of documentation for overdrafts, assisting with new account setup, 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 and two (2) years of Private Wealth administration, Trust Support administration, or related experience
• Or High School Diploma or GED and four (4) years of Private Wealth administration, Trust Support administration or related experience

Preferences

• Bachelor's degree in a business related field
• Thorough understanding of the Banking and Investment Services industries
• Solid understanding of Wealth Management processes
• Fundamental knowledge of credit processes and Investment Services support

Skills and Competencies

• Excellent collaboration and relationship building skills
• Excellent verbal and written communication skills
• 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
• Skilled in identifying and socializing best practices
• Strong organizational and customer service skills
• Strong record keeping skills and proficiency in standard CRM software

This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.

Position Type

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: $47,975.00 USD

Median: $60,467.50 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

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.

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

Location Details

Viera West Office

Location

Melbourne, Florida

Equal Opportunity Employer/including Disabled/Veterans

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.