Private Wealth Management Associate Trust Advisor

Regions Bank•Mobile, AL

2d•$43,551 - $64,629•Onsite

About The Position

At Regions, the Associate Trust Advisor builds foundational skills, knowledge, and expertise under the mentorship of a senior advisor, preparing for advancement to an advisor role and for the complexity of the traditional Trust Advisor position. The role focuses on administration and client servicing for an assigned book of business, including establishing and supporting client relationships, coordinating account administration, and delivering advisory services. The position is full time, incentive eligible, and exempt from timekeeping requirements under the Fair Labor Standards Act, so it is not eligible for overtime pay. It is located at RSA Battle House Tower in Mobile, Alabama.

Requirements

Bachelor's degree.
One year of Trust Administration, Estate/Tax Law, Financial Planning, or relevant experience.
Proficient sales, negotiation, presentation, and problem-solving skills.
Strong verbal and written communication skills.

Nice To Haves

Basic knowledge of foundational trust principles and regulatory tax matters related to the administration of trust accounts.

Responsibilities

Establish new client relationships and provide advisory services and support to existing assigned client relationships.
Assign accounts for administration.
Partner with Trust Advisors as a relationship management point of contact, delivering administrative support to key clients.
Execute client servicing requirements.
Conduct annual relationship reviews for clients.
Perform perpetual discovery by assessing clients' financial situations to retain and grow client relationships.
Communicate and deliver the Private Wealth Management mission and vision statement.