Trust Relations & Client Services Coordinator

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 Bank in Nashville, TN is hiring a Trust Relationship Specialist to provide general and clerical support to the Trust Department, helping to relieve team members of administrative detail.

This role requires strong organizational, communication and analytical skills, with attention to accuracy in documentation, timely processing of transactions, and adherence to regulatory standards. At Regions, you will work with clients and internal partners to maintain service excellence.

Qualifications

• High School Diploma or GED required.
• Accurate typing, spelling and grammar skills.
• Bachelor's degree in business preferred.
• One year of Trust or related experience 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

Skills

Computer literacy

Communication skills

Organizational skills

Analytical thinking

Education

High School Diploma or GED

Bachelor's degree in business

Tools

PowerPoint

Excel

Word processing

Databases

Job description

Regions Bank in Nashville, TN is hiring a Trust Relationship Specialist to provide general and clerical support to the Trust Department, helping to relieve team members of administrative detail.

This role requires strong organizational, communication and analytical skills, with attention to accuracy in documentation, timely processing of transactions, and adherence to regulatory standards. At Regions, you will work with clients and internal partners to maintain service excellence.