Private Wealth Relationship Specialist

Regions • New Orleans, LA

11d • $43,500 - $52,540 • Onsite

About The Position

At Regions, the Private Wealth Relationship Specialist assists in the coordinated delivery of a broad range of bank products and services (insurance, deposits, consumer credit etc.) to a challenging and sensitive portfolio of affluent clients. The Private Wealth Relationship Specialist will be responsible for supporting a Private Wealth management team and rendering an extraordinary high level of services to private wealth management clients.

Requirements

• High School Diploma or GED
• Registration with the Nationwide Mortgage Licensing System and Registry (NMLS)

Nice To Haves

• Bachelor's degree in a business related field
• At least one (1) year of private wealth administrative experience or equivalent
• Solid understanding of private wealth processes
• Excellent collaboration and relationship building skills
• Excellent organizational and customer service skills
• Excellent written and verbal communication skills
• Proactive and thorough in developing comprehensive client correspondence.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint, etc)
• Skilled in identifying and socializing best practices
• Strong analytical and problem solving skills, including attention to detail
• Strong record keeping skills including proficiency in standard CRM software

Responsibilities

• Facilitates day to day basic transactional needs of the client base, including processing deposits, payments, transfers or other routine transactions
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED