Trust Relationship Specialist

Regions Financial Corporation; Franklin (TN); On-site; USD 51,000 - 64,000; Full time

Job summary

Regions Financial Corporation in Franklin, Tennessee is seeking a Trust Relationship Specialist to provide general and clerical support to the trust department. You will handle routine inquiries, assist with account openings/closings, and maintain accurate documentation.

The role requires five years of trust experience, strong communication skills, and proficiency with spreadsheets and reporting tools. The position includes potential overtime and adherence to regulations.

Qualifications

• High School Diploma or GED required.
• Five years of Trust or related experience preferred.
• Accurate typing, spelling and grammar skills required.

Responsibilities

• Responds to routine customer and internal account inquiries, research complex matters.
• Communicates with clients and internal partners regarding account openings, closings, asset transfers, and fees.
• Creates and maintains proper account documentation and files in a timely manner.

Skills

Trust administration

Customer service

Attention to detail

MS Excel

Education

High School Diploma or GED

Tools

Microsoft Excel

PowerPoint

Word

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.

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 on complex matters 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 complex Trust transactions in a timely manner
• May perform complex cash and asset distributions from account closings
• Performs standard account monitoring and notifies leadership when overdrafts or large balances are discovered
• May forecast client cash needs and provides estimates of liquidity needed to relationship team
• May perform complex research for tax compliance and asset transfer issues
• 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 Officer and perform special projects as assigned
• May assist and provide guidance to less experienced Specialists

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
• Five (5) years Trust or related experience
• Accurate typing, spelling and grammar skills required

Preferences

• Bachelor's degree in a business related field
• Experience in trust administration with a solid understanding of trust office processes

Skills and Competencies

• Proficient in computer software systems to include word processing, databases and spreadsheets
• Excellent organizational and customer service skills
• Excellent written and oral communication skills
• Excellent analytical and problem-solving skills, including attention to detail

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.

Job Range Target:

Minimum:

$50,500.00 USD

50th Percentile:

$63,650.00 USD

Incentive Pay Plans:

This job is not incentive eligible.

Location:

Franklin, Tennessee

Equal Opportunity Employer/including Disabled/Veterans

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.