Trust Operations & Client Services Specialist

Regions Financial Corporation; Nashville (TN); Presencial; USD 39.000 - 48.000; Jornada completa

Descripción de la vacante

Regions Financial Corporation in Nashville, TN is seeking a Trust Relationship Specialist to provide general and clerical support to the trust department, enabling professionals to focus on client needs and compliance. The role involves responding to routine inquiries, preparing account documentation, processing basic trust transactions, and assisting with meetings, presentations, and data analysis.

Strong communication, accuracy, and attention to detail are essential.

Formación

• High School Diploma or GED.
• Accurate typing, spelling and grammar skills.
• Bachelor's degree in business related field preferred.

Responsabilidades

• 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.

Conocimientos

Computer skills

Written communication

Organizational skills

Analytical thinking

Educación

High School Diploma or GED

Bachelor's degree in business related field

Herramientas

PowerPoint

Excel

Descripción del empleo

Regions Financial Corporation in Nashville, TN is seeking a Trust Relationship Specialist to provide general and clerical support to the trust department, enabling professionals to focus on client needs and compliance. The role involves responding to routine inquiries, preparing account documentation, processing basic trust transactions, and assisting with meetings, presentations, and data analysis.

Strong communication, accuracy, and attention to detail are essential.