Private Wealth Relationship Specialist

Regions Bank

Orlando (FL)

On-site

USD 44,000 - 54,000

Full time

6 days ago

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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 Melbourne, FL is seeking a Private Wealth Relationship Specialist to support a Private Wealth management team and deliver an extraordinary level of private wealth service to affluent clients. You will manage routine deposits, CRM records, and loan documentation while assisting with client communications and development efforts.

The role requires a high school diploma and 3 years of wealth administration experience; a business-related degree is preferred.

Qualifications

High School Diploma or equivalent required.
Three years private wealth administrative or related experience required.
Bachelor’s degree in a business-related field preferred.
Solid understanding of private wealth processes desired.
Fundamental knowledge of credit processes is beneficial.

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

Skills

Typing accuracy

Customer service skills

Written and verbal communication

Analytical/problem solving

Computer software proficiency

Documentation from notes

Education

High School Diploma or equivalent

Business-related degree

Tools

CRM tools

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.