Trust Operations Associate - Client & Account Admin

Regions Bank; Hoover (AL); On-site; USD 44,000 - 53,000; 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 to support the trust department with clerical and administrative tasks. The role includes handling routine inquiries, preparing documentation, and assisting with asset transfers, fees, and account activity.

Applicants should have a high school diploma or GED, strong typing and communication skills, and ideally a bachelor's in business. Prior trust experience is a plus; the position is full-time in Hoover, AL with standard work hours and

Qualifications

• High school diploma or GED required.
• Bachelor's degree in business related field preferred.
• Experience in trust or related area is a plus.
• Proficient with MS Office and data management tools.

Responsibilities

• Responds to routine customer and internal inquiries.
• Communicates with clients and internal partners about accounts, openings, closings, and fees.
• Maintains account documentation and files in the prescribed system.
• Processes basic Trust transactions in a timely manner.
• May perform basic cash and asset distributions from account closings.
• Performs standard account monitoring and notifies leadership of overdrafts or large balances.
• Adheres to internal/external regulatory requirements and company policies.
• May create PowerPoint presentations and Excel spreadsheets.
• Attends client meetings with Trust Officers.

Skills

MS Office Suite

Written & Oral Communication

Organization

Customer Service

Analytical Thinking

Education

High School Diploma or GED

Bachelor's degree in business related field

Tools

Word processing

Databases

Spreadsheets

PowerPoint

Job description

Regions Bank is seeking a Trust Relationship Specialist to support the trust department with clerical and administrative tasks. The role includes handling routine inquiries, preparing documentation, and assisting with asset transfers, fees, and account activity.

Applicants should have a high school diploma or GED, strong typing and communication skills, and ideally a bachelor's in business. Prior trust experience is a plus; the position is full-time in Hoover, AL with standard work hours and