Trust Operations Specialist

Regions Financial Corporation; Birmingham (AL); On-site; USD 43,500 - 52,540; Full time

Benefits offered by this job

Vacation & Sick Time

401K Match

Medical Benefits

Dental Benefits

Vision Benefits

Disability Benefits

Health Savings Account

Flexible Spending Account

Life Insurance

Parental Leave

Employee Assistance Program

Volunteer Program

Job summary

Regions Financial Corporation in Birmingham, Alabama seeks a Trust Relationship Specialist to provide essential clerical support to the trust department, including maintaining documentation, conducting basic research, and assisting with client-related tasks. The role emphasizes accuracy, strong communication, and adherence to policies.

The position requires high school level education with typing precision and comfort with MS Office, plus preferred familiarity with trust operations; a bachelor’s

Qualifications

• High School Diploma or GED
• Accurate typing, spelling and grammar skills
• Proficient in computer software systems to include word processing, databases and spreadsheets
• Good written and oral communication skills
• Good organizational and customer service skills
• Good analytical and problem-solving skills, including 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

Proficient in MS Office

Typing accuracy

Communication skills

Attention to detail

Education

High School Diploma or GED

Bachelor's degree preferred

Tools

Word processing

Databases

Spreadsheets

PowerPoint

Job description

Regions Financial Corporation in Birmingham, Alabama seeks a Trust Relationship Specialist to provide essential clerical support to the trust department, including maintaining documentation, conducting basic research, and assisting with client-related tasks. The role emphasizes accuracy, strong communication, and adherence to policies.

The position requires high school level education with typing precision and comfort with MS Office, plus preferred familiarity with trust operations; a bachelor’s