Private Wealth Relationship Specialist
About The Position
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. At Regions, the Private Wealth Relationship Specialist assists in the coordinated delivery of a broad range of bank products and services (trust, insurance, deposits, credit, mortgage, investment, 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 equivalent
- Three (3) years private wealth administrative or related experience
- Accurate in typing, spelling and grammar
- Excellent organizational and customer service skills
- Excellent written and oral communication skills
- Good analytical and problem solving skills, including attention to detail
- Proficient in applicable computer software systems to include word processing, databases and spreadsheets
- Skilled in developing correspondence from notes or instructions
- This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS).
Nice To Haves
- Bachelor's degree in a business related field
- Solid understanding of private wealth processes
- Fundamental knowledge of credit processes
Responsibilities
- Facilitates day to day standard transactional needs of the client base, including processing deposits, payments, account transfers or other client support 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 general 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
- Collaborates with private wealth management and sales team to ensure client needs are fulfilled and promote business development and client retention opportunities
Benefits
- This position is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
