Institutional Services 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 Institutional Services Relationship Consultant has the primary function of direct contact with external account holders. This position oversees the client administration and acquisition of Corporate Trust and Institutional Trust accounts.
Requirements
- High School Diploma and one (1) year of Trust or closely related experience
Nice To Haves
- Bachelor's degree in a related field
- Experience in Trust Administration and Institutional/Retirement Services Administration
- Experience in Transactions including GST, 65-day elections, LLC’s and Partnerships, Decantings or Modifications, and 5/5 Powers
- Experience with Trust accounting
- Familiarity with governing/applicable laws and regulations
- Professional designations and/or certifications
- Customer service skills
- Proficient in Microsoft Office suite
- Proficient verbal, written communication, and organizational skills
- Strong analytical and problem-solving skills
- Strong attention to detail
- Strong presentation and sales skills
Responsibilities
- Oversees client relationships on an assigned book of trust accounts
- Prospects and develops internal and external business networks to identify opportunities to enhance the profitability of the trust book of business, when applicable
- Assists with the review of potential new business and the closure of existing accounts, which may require guidance from more senior consultants
- Manages the set-up, implementation, and administration of trusts, ensuring account administration follows fiduciary principles
- Supplies Portfolio Managers with documentation of non-standard asset reviews for Annual Investment reviews and leads the investment review exceptions process
- Facilitates the non-discretionary and discretionary distribution processes with approval authority of $25,000 or less
- Instructs the designated person or unit on the disposition of check(s) from their assigned trust accounts
- Serves as a partner to Wealth Management associates in the field, specializing in Retirement, Philanthropic Solutions, Corporate Trust, Custody, Asset Management, or Funeral Trust services
- Coordinates administrative functions with attorneys, co-trustees, investment advisors, and CPAs
- Performs duties in compliance with Corporate Policies and Procedures and Institutional Services Program Documents and Procedures and all applicable external regulations
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
