Trust Operations & Client Services Specialist

Regions Bank; Nashville (TN); 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 is seeking a Trust Relationship Specialist in Nashville, TN to provide general and clerical support to the trust department. You will handle routine inquiries, document management, and basic trust transactions while ensuring regulatory compliance and accurate records.

The role involves preparing client presentations, assisting with account activity, and supporting Trust Officers in meetings. A high school diploma is required; a bachelor’s degree is preferred.

Qualifications

• High School Diploma or GED
• Accurate typing, spelling and grammar skills

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

Typing

Communication

Organizational skills

Analytical skills

Customer service

MS Office

PowerPoint

Excel

Education

High school diploma or GED

Bachelor's degree (preferred)

Tools

PowerPoint

Excel

Job description

Regions is seeking a Trust Relationship Specialist in Nashville, TN to provide general and clerical support to the trust department. You will handle routine inquiries, document management, and basic trust transactions while ensuring regulatory compliance and accurate records.

The role involves preparing client presentations, assisting with account activity, and supporting Trust Officers in meetings. A high school diploma is required; a bachelor’s degree is preferred.