Private Wealth Relationship Specialist

Regions Bank•Orlando, FL

1d•$44,413 - $54,407•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 (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
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to https://fedregistry.nationwidelicensingsystem.org for more information.

Nice To Haves

Bachelor's degree in a business related field
Solid understanding of private wealth processes
Fundamental knowledge of credit processes
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

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