Private Wealth Management Solutions Banker

Regions Bank

108d • $58,000 - $72,850

About The Position

At Regions, the Private Wealth Management Solutions Banker develops and maintains a portfolio of client relationships within an assigned book of business. Rendering an exceptional level of service, this role will respond to client requests for information and assistance within appropriate level of authority, while focusing on client retention and opportunities to expand their relationship. This role is responsible for coordinating delivery of a broad range of bank products and services to mass affluent clients.

Requirements

• Bachelor’s degree in business, finance, economics, accounting or related field, and two (2) years of financial services industry experience in commercial banking, consumer banking, investment, wealth management, or related.
• Or High School Diploma or GED with five (5) years of financial services industry experience in commercial banking, consumer banking, investment, wealth management, or related.

Nice To Haves

• Ability to adhere to policies, procedures, and guidelines.
• Ability to handle multiple priorities simultaneously.
• Ability to independently manage client relationships and provide personalized customer service.
• Distinguished collaboration and relationship building skills.
• Proficient knowledge of general banking, electronic banking, account opening processes and credit card products and services.
• Proficient understanding of internal systems and platforms.
• Strong written and verbal communication skills.

Responsibilities

• Serves as the central point of contact for assigned client accounts, facilitating day to day standard to complex transactional needs including processing deposits, payments, account transfers, credit request applications, securing documentation required for loan origination and servicing or other client support transactions.
• Responds to client requests for information and assists with a wide range of inquiries, within appropriate level of authority, including the processing of documentation for overdrafts and monitoring of various first line of defense risk activities.
• Collaborates with internal business partners to provide a broad range of wealth products and services including financial planning, asset management, insurance and risk management services, consumer and mortgage credit, and general banking services to facilitate relationship growth and asset retention.
• Enters and maintains appropriate client records in CRM tools, loan document preparation, and new account setup assistance.
• Ensures clients have an annual review to assess needs, support retention and growth opportunities, and foster relationship.
• Manages multiple tasks and deadlines including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and manages all elements of risk and compliance needs for the book of business, and utilizes all the tools are resources available to continuously enhance their skill set and improve their performance.

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