Corporate Trust Relationship Consultant

Regions Bank • St. Louis, MO

2d

About The Position

At Regions, the Corporate Trust Relationship Consultant handles trust-related issues involving payment scheduling, clients’ special requests, and other non-investment matters for basic accounts. The role may assist the Trust Area Manager in developing new business with existing clients and helps meet client needs by building deeper relationships across multiple business groups.

This position is incentive eligible and exempt from timekeeping requirements under the Fair Labor Standards Act, so it is not eligible for overtime pay. It is a full-time position located at One Indiana Square in Indianapolis, Indiana. The position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.

Requirements

• Bachelor’s degree with three years of Trust or related experience, or a high school diploma with five years of Trust or closely related experience.
• Ability to communicate to a diverse group on issues and topics.
• Excellent analytical and problem-solving skills with attention to detail.
• Excellent presentation skills.
• Excellent verbal and written communication skills.
• Knowledge of effective sales techniques.
• Knowledge of trust principles and regulatory and tax matters relating to the administration of trust accounts.
• Proficiency in Microsoft Office Suite, including Excel, Word, PowerPoint, and Outlook.
• Strong organizational skills.

Nice To Haves

• Experience in Corporate Trust Administration and Investments.

Responsibilities

• Manage the set-up, implementation, and administration of Corporate Trust Accounts.
• Oversee client relationships and provide exceptional service.
• Follow issues through to resolution while meeting deadlines and anticipating strategic client needs, future opportunities, and risks.
• Coordinate client service activities with other areas of the organization.
• Remain abreast of trends and developments in Corporate Trust to ensure proper administration.
• Understand clients’ objectives and identify and provide alternatives to appropriate stakeholders.
• Develop internal and external relationships with existing and new centers of influence.
• Perform duties in compliance with Corporate Policies and Procedures, Corporate Trust Program Documents and Procedures, and applicable external regulations.

Benefits

• Paid vacation and sick time
• 401(k) 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
• Formulaic incentive plan with potential to earn incentives based on performance against defined metrics and goals

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level