Corporate Trust Relationship Consultant
About The Position
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 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
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook, etc.)
- Strong organizational skills
Nice To Haves
- Experience in Corporate Trust Administration & Investments
- 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
- 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.
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
Benefits
- Incentive Pay Plans
Stand Out From the Crowd
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
