Trust Relationship Specialist

Regions Bank

Birmingham (AL)

On-site

USD 39,150 - 47,850

Full time

14 days+

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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 Birmingham, AL is seeking a Trust Relationship Specialist to provide general and clerical support to the trust department, freeing professionals to focus on client service and regulatory compliance. You will assist with routine inquiries, document processing, asset transfers, and basic trust transactions, while ensuring accurate account records.

The role may involve PowerPoint and Excel tasks and occasional client meetings with Trust Officers.

Qualifications

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

Skills

MS Office

Data entry

Communication

Organizational skills

Analytical thinking

Education

High School Diploma or GED

Bachelor's degree in a business related field

Tools

Word processing

Databases

Spreadsheets

Job description

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.

Job Description

At Regions, the Trust Relationship Specialist provides general and clerical administrative support to an individual in the trust department and/or the trust department as a group, relieving them of clerical, administrative and business detail.

Primary 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

This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.

Requirements

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

Preferences

Bachelor's degree in a business related field
One (1) year of Trust or closely related experience

Skills And Competencies

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

This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.

Position Type

Full time

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Minimum

Job Range Target: $43,500.00 USD

Median

$52,540.00 USD

Incentive Pay Plans

This job is not incentive eligible.

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates.