Private Wealth Relationship Specialist

Regions Bank; Orlando (FL); On-site; USD 44,000 - 54,000; Full time

Benefits offered by this job

401K with Company Match

Medical, Dental and Vision Benefits

Parental Leave

Life Insurance

Disability Benefits

Job summary

Regions Bank is seeking a Private Wealth Relationship Specialist in Melbourne, FL to support a Private Wealth management team and deliver high-level service to affluent clients. The role encompasses transactional processing, client record maintenance, and coordination with the wealth team to drive client satisfaction and business development.

The position requires a high school diploma and 3 years of private wealth administrative experience, with a preference for a business-related Bachelor's

Qualifications

• High School Diploma or equivalent.
• Three (3) years private wealth administrative or related experience.

Responsibilities

• Facilitates day to day standard transactional needs of the client base.
• Enters and maintains client records in CRM tools and loan closing prep.
• Responds to client requests for information and processes documentation for overdrafts.
• Supports sales by assisting with scheduling appointments and follow-up calls.
• Collaborates with private wealth management and sales to fulfill client needs.

Skills

Typing accuracy

Customer service

Communication skills

Analytical skills

Organization

CRM tools

Word processing

Databases

Spreadsheets

Education

High School Diploma

Bachelor's degree in business

Tools

CRM tools

Databases

Spreadsheets

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 Relationship Specialist assists in the coordinated delivery of a broad range of bank products and services (trust, insurance, deposits, credit, mortgage, investment, etc.) to a challenging and sensitive portfolio of affluent clients. The Private Wealth Relationship Specialist will be responsible for supporting a Private Wealth management team and rendering an extraordinary high level of services to private wealth management clients.

Primary Responsibilities

• Facilitates day to day standard transactional needs of the client base, including processing deposits, payments, account transfers or other client support transactions
• Enters and maintains appropriate client records in CRM tools, loan closing document preparation and assistance
• Responds to client requests for information and assists with general inquiries, within appropriate level of authority, including the processing of documentation for overdrafts and monitoring of various first line of defense risk activities
• 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 team to ensure client needs are fulfilled and promote business development and client retention opportunities

This position requires the tracking of time and is eligible for overtime for 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

• High School Diploma or equivalent
• Three (3) years private wealth administrative or related experience

Preferences

• Bachelor's degree in a business related field
• Solid understanding of private wealth processes
• Fundamental knowledge of credit processes

Skills And Competencies

• Accurate in typing, spelling and grammar
• Excellent organizational and customer service skills
• Excellent written and oral communication skills
• Good analytical and problem solving skills, including attention to detail
• Proficient in applicable computer software systems to include word processing, databases and spreadsheets
• Skilled in developing correspondence from notes or instructions

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.

Minimum

Job Range Target: $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

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

Suntree

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.