Trust Relationship Specialist - Client Services & Admin

Regions Bank; Birmingham (AL); On-site; USD 39,150 - 47,850; 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 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

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.