Trust Operations & Client Services Specialist

Regions Bank; Birmingham (AL); 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 Bank in Mobile, Alabama seeks a Trust Relationship Specialist to provide general and clerical support within the trust department. You will handle routine inquiries, assist with account openings/closings, and prepare documentation.

The role requires attention to detail, strong communication, and familiarity with MS Office. A high school diploma is required, with a bachelor’s degree preferred. Full-time position with comprehensive benefits.

Qualifications

• Proficient in word processing, databases and spreadsheets.
• Excellent written and oral communication skills.
• Strong organizational and customer service abilities.
• Analytical and problem-solving mindset with attention to detail.

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 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.
• 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.

Skills

Communication skills

MS Office

Organizational skills

Customer service

Analytical skills

Attention to detail

Education

High School Diploma or GED

Bachelor's degree preferred

Tools

PowerPoint

Excel

Job description

Regions Bank in Mobile, Alabama seeks a Trust Relationship Specialist to provide general and clerical support within the trust department. You will handle routine inquiries, assist with account openings/closings, and prepare documentation.

The role requires attention to detail, strong communication, and familiarity with MS Office. A high school diploma is required, with a bachelor’s degree preferred. Full-time position with comprehensive benefits.