Trust & Client Services Specialist (Institutional)

Regions Bank; Florida; On-site; USD 41,000 - 50,000; 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 is seeking a Trust Relationship Specialist to provide general and clerical support in the trust department, assisting a trust officer or team with routine research, documentation, and workflow management.

Key tasks include handling client inquiries, asset transfers, and fee communications, as well as preparing presentations and spreadsheets. A high school diploma is required, with a bachelor’s degree preferred and potential for overtime under FLSA guidelines.

Qualifications

• High School Diploma or GED required.
• Excellent typing, spelling and grammar accuracy.
• Bachelor's degree in business-related field preferred.

Responsibilities

• Responds to routine customer and internal account inquiries, performing necessary research and timely follow-up.
• Communicates with clients and internal partners regarding account openings, closings, asset transfers, and fees.
• Creates and maintains proper account documentation and files related material in the prescribed system.
• Processes basic Trust transactions promptly.
• May perform basic cash and asset distributions from account closings.
• Performs standard account monitoring and notifies leadership of overdrafts or large balances.
• Follows internal and external regulatory requirements, standards, policies and procedures.
• May create PowerPoint presentations and Excel spreadsheets.
• May attend client meetings with Trust Officers.

Skills

Word processing

Databases

Spreadsheets

Communication skills

Organization skills

Customer service

Analytical thinking

Education

High School Diploma or GED

Bachelor's degree in business related field

Tools

PowerPoint

Excel

Job description

Regions is seeking a Trust Relationship Specialist to provide general and clerical support in the trust department, assisting a trust officer or team with routine research, documentation, and workflow management.

Key tasks include handling client inquiries, asset transfers, and fee communications, as well as preparing presentations and spreadsheets. A high school diploma is required, with a bachelor’s degree preferred and potential for overtime under FLSA guidelines.