Private Wealth Management Relationship Specialist

Regions Bank•Fayetteville, AR

1d•$47,975 - $60,468•Onsite

About The Position

At Regions, the Private Wealth Management Relationship Specialist assists in the coordinated delivery of a broad range of bank products and services (trust, insurance, deposits, credit, mortgage, investment, etc.) to affluent clients. This role is responsible for rendering an extraordinarily high level of services to private wealth management clients and supporting the Private Wealth management team’s effort to grow and retain clients.

Requirements

Bachelor’s degree and two (2) years of Private Wealth administration, Trust Support administration, or related experience
Or High School Diploma or GED and four (4) years of Private Wealth administration, Trust Support administration or related experience
Requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS).

Nice To Haves

Bachelor's degree in a business related field
Thorough understanding of the Banking and Investment Services industries
Solid understanding of Wealth Management processes
Fundamental knowledge of credit processes and Investment Services support
Excellent collaboration and relationship building skills
Excellent verbal and written communication skills
Proactive and thorough in developing comprehensive client correspondence
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, etc.)
Proven analytical and problem-solving skills, including strong attention to detail
Skilled in identifying and socializing best practices
Strong organizational and customer service skills
Strong record keeping skills and proficiency in standard CRM software

Responsibilities

Supports sales efforts by assisting with information for scheduling appointments, making follow up telephone calls, and preparing and maintaining client marketing materials
Collaborates with Private Wealth Management and Sales teams to ensure client needs are fulfilled and promote business development and client retention opportunities
Facilitates the day-to-day standard transactional needs of the client base, including processing deposits, payments, account transfers, bill payments, wire transfers, or other client support transactions
Enters and maintains appropriate client records in Customer Relationship Management (CRM) tools and handles loan closing document preparation and assistance
Responds to client requests for information and assists with general inquiries, within the appropriate level of authority, including the processing of documentation for overdrafts, assisting with new account setup, and the monitoring of various first line of defense risk activities