Corporate Trust Relationship Consultant

Regions Bank•Birmingham, AL

1d•Onsite

About The Position

At Regions, the Corporate Trust Relationship Consultant handles trust-related issues involving the scheduling of payments, clients' special requests, and other non-investment matters for basic accounts. This role may assist the Trust Area Manager in developing new business with existing clients. This position plays a key role in assisting Regions with meeting client needs through building deeper client relationships across multiple business groups.

Requirements

Bachelor's degree with three (3) years of Trust or related experience
Or High School Diploma with five (5) 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 (Excel, Word, PowerPoint, Outlook, etc.)
Strong organizational skills

Nice To Haves

Experience in Corporate Trust Administration & Investments

Responsibilities

Manages the set-up, implementation, and administration of Corporate Trust Accounts
Oversees and provides exceptional service for client relationships
Follows issues through to resolutions while meeting deadlines, and anticipating strategic client needs including future opportunities and risk
Coordinates client service activities with other areas of the organization
Remains abreast of trends and developments in Corporate Trust to ensure proper administration
Understands clients' objectives and identifies and provides alternatives to appropriate stakeholders
Develops internal and external relationships with existing and new centers-of-influence (COIs)
Performs duties in compliance with Corporate Policies and Procedures and Corporate Trust Program Documents and Procedures and all applicable external regulations
Acts in a trustee and/or paying agent capacity on bond issuances, ensuring adherence to governing documents and transaction requirements
Administers and services corporate trust bond issues, including coordinating payment distributions, tracking compliance obligations, and managing bond related events
Supports the execution and ongoing administration of debt financings and bond transactions, working closely with internal partners, clients, counsel, and other transaction partners.