Trust Operations & Client Services Specialist

Regions Bank; Fayetteville (AR); On-site; USD 40,000 - 49,000; 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

Volunteer Program

Job summary

Regions is seeking a Trust Relationship Specialist to provide clerical and administrative support within the trust department. You will assist with routine client inquiries, document preparation, and timely processing of trust transactions, while ensuring compliance with internal policies and regulatory standards.

You will also help with account documentation, data entry, and basic financial movements, potentially ranging from client meetings to preparing presentations and spreadsheets.

Qualifications

• High School Diploma or GED required.
• Three years of Trust or closely related experience.
• Accurate typing, spelling and grammar skills.
• Bachelor’s degree in business preferred.

Responsibilities

• Responds to routine customer and internal account inquiries with 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 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 of issues.
• May assist with tax compliance research and asset transfer issues.
• May create PowerPoint presentations and Excel spreadsheets.
• Attends client meetings with Trust Officers and supports special projects.

Skills

Word processing

Databases

Spreadsheets

Communication skills

Organizational skills

Customer service

Attention to detail

Education

High School Diploma or GED

Bachelor's degree in business (preferred)

Tools

PowerPoint

Excel

Job description

Regions is seeking a Trust Relationship Specialist to provide clerical and administrative support within the trust department. You will assist with routine client inquiries, document preparation, and timely processing of trust transactions, while ensuring compliance with internal policies and regulatory standards.

You will also help with account documentation, data entry, and basic financial movements, potentially ranging from client meetings to preparing presentations and spreadsheets.