Trust Relationship Specialist

Regions Financial Corporation; Nashville (TN); On-site; USD 39,000 - 48,000; Full time

Benefits offered by this job

401K with Company Match

Medical, Dental and Vision Benefits

Paid Vacation/Sick Time

Life Insurance

Parental Leave

Employee Assistance Program

Disability Benefits

Health Savings Account

Job summary

Regions Financial Corporation in Nashville, Tennessee, is seeking a Trust Relationship Specialist to provide general and clerical support to the trust department, relieving Trust Officers of routine tasks.

The role covers responding to inquiries, maintaining documentation, processing simple transactions, and ensuring compliance with regulations. A high school diploma is required; a business degree is preferred, with potential overtime eligibility.

Qualifications

• High School Diploma or GED required.
• Proficient in word processing, databases and spreadsheets.
• Strong written and oral communication skills.
• Good organizational and customer service skills.
• Strong analytical and problem-solving abilities.
• Bachelor's degree in business preferred; 1 year Trust experience helpful.

Responsibilities

• Responds to routine customer and internal account inquiries with timely research.
• Communicates with clients and internal partners on account openings, closings, transfers, and fees.
• Maintains proper account documentation and files material promptly.
• Processes basic Trust transactions in a timely manner.
• May perform basic cash and asset distributions from account closings.
• Monitors accounts and flags overdrafts or large balances.
• Adheres to regulatory standards and internal policies.
• May assist in creating PowerPoint presentations and Excel spreadsheets.
• Attends client meetings with Trust Officers.

Skills

Word processing

Databases

Spreadsheets

Written communication

Oral communication

Organizational skills

Customer service

Analytical thinking

Attention to detail

Education

High School Diploma or GED

Bachelor's degree in Business

Tools

Microsoft Word

Microsoft Excel

PowerPoint

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.

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.

Job Range Target:

Minimum: $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. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

• 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

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.

https://www.regions.com/about-regions/welcome-portal/benefits

Location Details

Music Row

Location:

Nashville, Tennessee

Equal Opportunity Employer/including Disabled/Veterans