Institutional Trust Relationship Consultant

Regions Bank

110d

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
• High School Diploma with three (3) years of experience

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

Benefits

• Paid Vacation/Sick Time
• 401K 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees