Private Wealth Relationship Specialist

Regions Bank•New Orleans, LA

9d•$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
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS).
Proficiency in Microsoft Office (Excel, Word, PowerPoint, etc)
Strong record keeping skills including proficiency in standard CRM software

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.
Skilled in identifying and socializing best practices
Strong analytical and problem solving skills, including attention to detail

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