Institutional Trust Relationship Consultant

Regions Bank•Houston, TX

12d

About The Position

At Regions, the Institutional Trust Relationship Consultant retains and develops relationships and associated revenue for a group of accounts, which may include Retirement Plan, Investment Management Agency, Endowments/Foundations, Custody, and/or Funeral Cemetery Trust accounts. This position plays a key role in assisting Regions with meeting client needs, providing deeper client relationships across multiple business groups, and growing Non-Interest Revenue.

Requirements

Bachelor’s degree with one (1) year of experience
Or High School Diploma with three (3) years of experience
Ability to create and maintain strong client relationships
Ability to read and interpret legal and financial documents
Excellent analytical and problem-solving skills including attention to detail
Excellent presentation skills
Excellent verbal, written and organizational skills
Knowledge of general finance and portfolio management concepts
Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)

Nice To Haves

Experience in the investment, Employment Retirement Income Security Act of 1974 (ERISA), and custody industry
Background in Institutional Trust Administration and Investments

Responsibilities

Provides exceptional service for client relationships, including following issues through to resolution, meeting deadlines, and anticipating operational client needs including future opportunities and risks
Coordinates client service activities with other areas of the organization
Understands clients' objectives and identifies and provides alternatives to appropriate stakeholders
Develops knowledge and understanding of Regions’ products and services, including retirement, investment management, endowment and foundations, funeral trust, and corporate trust
Determines the financial viability and associated risks of client business
Performs duties in compliance with Corporate Policies and Procedures and Institutional Services Program Documents and Procedures and all applicable external regulations