Trust Operations & Client Relations Specialist

Regions Financial Corporation; Franklin (TN); On-site; USD 51,000 - 64,000; Full time

Job summary

Regions Financial Corporation in Franklin, Tennessee is seeking a Trust Relationship Specialist to provide general and clerical support to the trust department. You will handle routine inquiries, assist with account openings/closings, and maintain accurate documentation.

The role requires five years of trust experience, strong communication skills, and proficiency with spreadsheets and reporting tools. The position includes potential overtime and adherence to regulations.

Qualifications

• High School Diploma or GED required.
• Five years of Trust or related experience preferred.
• Accurate typing, spelling and grammar skills required.

Responsibilities

• Responds to routine customer and internal account inquiries, research complex matters.
• Communicates with clients and internal partners regarding account openings, closings, asset transfers, and fees.
• Creates and maintains proper account documentation and files in a timely manner.

Skills

Trust administration

Customer service

Attention to detail

MS Excel

Education

High School Diploma or GED

Tools

Microsoft Excel

PowerPoint

Word

Job description

Regions Financial Corporation in Franklin, Tennessee is seeking a Trust Relationship Specialist to provide general and clerical support to the trust department. You will handle routine inquiries, assist with account openings/closings, and maintain accurate documentation.

The role requires five years of trust experience, strong communication skills, and proficiency with spreadsheets and reporting tools. The position includes potential overtime and adherence to regulations.