Private Wealth Relationship Specialist - Nashville, TN

Regions Bank; Nashville (TN); Sur place; USD 42 000 - 51 000; Plein temps

Avantages offerts par ce poste

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

Résumé du poste

Regions Bank is seeking a Private Wealth Relationship Specialist in Nashville to support a Private Wealth Management team and deliver exceptional service to a portfolio of affluent clients. You will handle routine transactions, assist with inquiries, and help coordinate client communications and materials.

The role requires a High School Diploma or GED, with a preference for a Bachelor's degree in business and at least 1 year of wealth-administrative experience.

Qualifications

• High School Diploma or GED required.
• Bachelor's degree preferred in business or related field.
• 1 year private wealth administrative or related experience preferred.

Responsabilités

• Facilitates day-to-day transactional needs: deposits, payments, transfers, and other routine transactions.
• Responds to client information requests and processes overdraft documentation within authority.
• Supports sales by scheduling appointments and preparing client marketing materials.

Connaissances

Client communication

Relationship building

Organization

Customer service

Verbal & written communication

Microsoft Office

CRM software

Attention to detail

Problem solving

Formation

High School Diploma or GED

Bachelor's degree in business

1 year private wealth administrative experience

Outils

Microsoft Office Suite

CRM software

Description du poste

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 (insurance, deposits, consumer credit, etc.) to a complex and sensitive portfolio of affluent clients. This role supports a Private Wealth Management team and renders an extraordinarily high level of service to clients.

Primary Responsibilities

• Facilitates the day-to-day basic transactional needs of the client base, including processing deposits, payments, account transfers, and other routine transactions

• Responds to client requests for information and assists with basic inquiries within the appropriate level of authority, including processing documentation for overdrafts and monitoring various first-line-of-defense risk activities

• Supports sales efforts by assisting with appointment scheduling, making follow-up telephone calls, and preparing and maintaining client marketing materials

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 GED

Preferences

• Bachelor's degree in a business related field

• At least one (1) year of private wealth administrative or related experience

• Solid understanding of private wealth processes

Skills and Competencies

• Ability to be proactive and thorough in developing comprehensive client correspondence

• Ability to identify and socialize best practices

• Excellent collaboration and relationship building skills

• Excellent organizational and customer service skills

• Excellent verbal and written communication skills

• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, etc.)

• Strong analytical and problem solving skills, including attention to detail

• Strong record keeping skills including proficiency in standard customer relationship management (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: $46,750.00 USD

Median: $57,270.00 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

Music Row

Location

Nashville, Tennessee

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.