Private Wealth Relationship Specialist - Nashville, TN
About The Position
At Regions, the Private Wealth Relationship Specialist assists in the coordinated delivery of a broad range of bank products and services, including insurance, deposits, and consumer credit, to a complex and sensitive portfolio of affluent clients. The role supports a Private Wealth Management team and provides a high level of service to 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. This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.
Requirements
- High school diploma or GED.
- Register with the Nationwide Mortgage Licensing System and Registry (NMLS).
- Ability to be proactive and thorough in developing comprehensive client correspondence.
- Ability to identify and socialize best practices.
- Excellent collaboration and relationship-building skills.
- Excellent organizational and customer service skills.
- Excellent verbal and written communication skills.
- Proficiency in Microsoft Office Suite, including Excel, Word, and PowerPoint.
- Strong analytical and problem-solving skills, including attention to detail.
- Strong record-keeping skills, including proficiency in standard customer relationship management (CRM) software.
Nice To Haves
- Bachelor’s degree in a business-related field.
- At least one year of private wealth administrative or related experience.
- Solid understanding of private wealth processes.
Responsibilities
- Facilitate clients’ day-to-day basic transactional needs, including processing deposits, payments, account transfers, and other routine transactions.
- Respond to client requests for information and assist with basic inquiries within the appropriate level of authority, including processing overdraft documentation and monitoring various first-line-of-defense risk activities.
- Support sales efforts by assisting with appointment scheduling, making follow-up telephone calls, and preparing and maintaining client marketing materials.
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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
