Strategic Corporate Trust Advisor

Regions Financial Corporation; Indianapolis (IN); Presencial; USD 65.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

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

Volunteer Program

Descripción de la vacante

Regions Financial Corporation in Indianapolis, IN, seeks a Corporate Trust Relationship Consultant to handle non-investment trust matters, client scheduling, and service for basic accounts. You will assist in growing business with existing clients and strengthen relationships across multiple business groups.

The role emphasizes compliance, timely resolutions, and collaboration with other departments to meet client needs and future opportunities.

Formación

• Bachelor's degree with three (3) years of Trust or related experience
• High School Diploma with five (5) years of Trust or closely related experience
• Experience in Corporate Trust Administration and Investments would be preferred

Responsabilidades

• Manages the set-up, implementation, and administration of Corporate Trust Accounts
• Oversees and provides exceptional service for client relationships
• Follows issues through to resolutions while meeting deadlines and anticipating strategic client needs
• Coordinates client service activities with other areas of the organization
• Remains abreast of trends and developments in Corporate Trust to ensure proper administration
• Understands clients' objectives and identifies and provides alternatives to stakeholders
• Develops internal and external relationships with COIs
• Performs duties in compliance with Corporate Policies and Procedures and external regulations

Conocimientos

Communication

Analytical

Presentation

Verbal & Written

Sales techniques

Trust regulations

MS Office

Organization

Educación

Bachelor's degree

High School Diploma with related experience

Descripción del empleo

Regions Financial Corporation in Indianapolis, IN, seeks a Corporate Trust Relationship Consultant to handle non-investment trust matters, client scheduling, and service for basic accounts. You will assist in growing business with existing clients and strengthen relationships across multiple business groups.

The role emphasizes compliance, timely resolutions, and collaboration with other departments to meet client needs and future opportunities.