Private Wealth Management Relationship Specialist

Regions Bank•Jacksonville, FL

111d

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

High School Diploma or GED and two (2) years general banking, paralegal, or client support experience OR a Bachelor’s degree
This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to https://fedregistry.nationwidelicensingsystem.org for more information.

Nice To Haves

Bachelor's degree in a business related field
One (1) year of Private Wealth administration, Trust Support administration or related experience
Fundamental understanding of Wealth Management processes
Proactive and thorough in developing comprehensive client correspondence.
Proficiency in Microsoft Office (Excel, Word, PowerPoint, etc)
Proven analytical and problem-solving skills, including attention to detail
Strong collaboration and relationship building skills
Strong organizational and customer service skills
Strong written and verbal communication skills
Trust experience preferred.

Responsibilities

Facilitates day to day basic transactional needs of the client base, including processing deposits, payments, transfers or other routine transactions
Enters and maintains appropriate client records in CRM tools, loan closing document preparation and assistance
Responds to client requests for information and assists with basic inquiries, within appropriate level of authority, including the processing of documentation for overdrafts and monitoring of various first line of defense risk activities
Supports sales efforts by assisting with information for scheduling appointments, making follow up telephone calls, and preparing and maintaining client marketing materials

Benefits

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates.
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
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time.
To learn more about Regions’ benefits, please click or copy the link below to your browser. https://www.regions.com/welcometour/benefits.rf