Private Wealth Management Relationship Specialist - Brevard County

Regions Bank • Orlando, FL

5d • 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—including trust, insurance, deposits, credit, mortgage, and investment services—to affluent clients. The role provides a high level of service to private wealth management clients and supports the team’s efforts to grow and retain clients. The position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). It requires tracking time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.

Requirements

• Bachelor's degree, or high school diploma or GED and two years of general banking, paralegal, or client support experience.
• Registration with the Nationwide Mortgage Licensing System and Registry (NMLS).
• Proficiency in Microsoft Office Suite, including Excel, Word, and PowerPoint.
• Proven analytical and problem-solving skills, including strong attention to detail.
• Strong collaboration and relationship-building skills.
• Strong organizational and customer service skills.
• Strong verbal and written communication skills.
• Proactive and thorough approach to developing comprehensive client correspondence.

Nice To Haves

• Bachelor's degree in a business-related field.
• One year of private wealth administration, trust support administration, or related experience.
• Fundamental understanding of wealth management processes.

Responsibilities

• Support sales efforts by assisting with appointment scheduling information, making follow-up telephone calls, and preparing and maintaining client marketing materials.
• Facilitate clients’ day-to-day basic transactions, including deposits, payments, transfers, and other routine transactions.
• Enter and maintain appropriate client records in Customer Relationship Management (CRM) tools.
• Prepare loan closing documents and provide related assistance.
• Respond to client requests for information and assist with basic inquiries within the appropriate level of authority.
• Process documentation for overdrafts and monitor various first-line-of-defense risk activities.

Benefits

• Paid vacation and sick time
• 401(k) 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