Trust Operations & Client Services Specialist

Regions Bank; Missouri; On-site; USD 39,000 - 47,000; Full time

Benefits offered by this job

Paid Vacation/Sick Time

401K with Company Match

Medical, Dental and Vision Benefits

Life Insurance

Job summary

Regions Bank is seeking a Trust Relationship Specialist to provide general and clerical support within the trust department. The role focuses on handling routine inquiries, document management, and basic trust transactions in a regulatory environment.

Responsibilities include client communication, account documentation, and potential attendance at client meetings with Trust Officers. A high school diploma is required, with a bachelor’s in business preferred and related experience advantageous.

Qualifications

• High School Diploma or GED is required.
• Bachelor's degree in business field preferred.

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

Education

High School Diploma or GED

Bachelor's degree in business field

Tools

PowerPoint

Excel

Job description

Regions Bank is seeking a Trust Relationship Specialist to provide general and clerical support within the trust department. The role focuses on handling routine inquiries, document management, and basic trust transactions in a regulatory environment.

Responsibilities include client communication, account documentation, and potential attendance at client meetings with Trust Officers. A high school diploma is required, with a bachelor’s in business preferred and related experience advantageous.