Trust Administration & Client Services Specialist

Regions Bank; Jacksonville (FL); On-site; USD 42,000 - 51,000; Full time

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 is seeking a Trust Relationship Specialist in Jacksonville, FL to provide general and clerical support to the trust department, freeing senior staff from routine tasks and enabling timely processing of trust transactions.

The role requires 3 years of related experience, strong communication and organizational skills, and proficiency in MS Office, with responsibilities ranging from client inquiries to documentation, tax and asset transfers, and presentation support.

Qualifications

• High School Diploma or GED required.
• Three (3) years Trust or closely related experience.
• Accurate typing, spelling and grammar skills required.

Responsibilities

• Responds to routine customer and internal account inquiries, performing necessary research and following up in a timely manner.
• Communicates with clients and internal partners regarding account openings, closings, asset transfers, and fees.
• Creates and maintains proper account documentation and files account related material according to the prescribed system in a timely manner.
• Processes basic to complex Trust transactions in a timely manner.
• May perform basic cash and asset distributions from account closings.
• Performs standard account monitoring and notifies leadership when overdrafts or large balances are discovered.
• May perform research for tax compliance and asset transfer issues.
• Adheres to all internal and external regulatory requirements, standards, guidelines, policies and procedures.
• May create and organize PowerPoint presentations and Excel spreadsheets.
• May attend client meetings with Trust Officers and perform special projects as assigned.

Skills

Strong communication

Organizational skills

Customer service

Attention to detail

MS Office

Education

High School Diploma or GED

Bachelor's degree in business field

Tools

PowerPoint

Excel

Word

Job description

Regions Bank is seeking a Trust Relationship Specialist in Jacksonville, FL to provide general and clerical support to the trust department, freeing senior staff from routine tasks and enabling timely processing of trust transactions.

The role requires 3 years of related experience, strong communication and organizational skills, and proficiency in MS Office, with responsibilities ranging from client inquiries to documentation, tax and asset transfers, and presentation support.