Trust Relationship Specialist

Regions Bank•Little Rock, AR

3d•Onsite

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. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system. At Regions, the Trust Relationship Specialist provides general and clerical administrative support to an individual in the trust department and/or the trust department as a group, relieving them of clerical, administrative and business detail.

Requirements

High School Diploma or GED
Five (5) years Trust or related experience
Accurate typing, spelling and grammar skills required

Nice To Haves

Bachelor's degree in a business related field
Experience in trust administration with a solid understanding of trust office processes
Proficient in computer software systems to include word processing, databases and spreadsheets
Excellent organizational and customer service skills
Excellent written and oral communication skills
Excellent analytical and problem-solving skills, including attention to detail
Prior experience in trust administration is highly preferred
Experience working in a law firm or professional services environment supporting trust, estate planning, tax, or fiduciary services is strongly preferred
Familiarity with trust and estate documentation, tax-related processes, and regulatory/compliance requirements
Demonstrated ability to manage complex accounts or transactions with a high level of accuracy and attention to detail

Responsibilities

Responds to routine customer and internal account inquiries, performing necessary research on complex matters and following up in a timely manner
Communicates with clients and internal partners regarding account openings, closings, asset transfers, and fees
Creates and maintains proper account documentation and files account related material according to the prescribed system in a timely manner
Processes complex Trust transactions in a timely manner
May perform complex cash and asset distributions from account closings
Performs standard account monitoring and notifies leadership when overdrafts or large balances are discovered
May forecast client cash needs and provides estimates of liquidity needed to relationship team
May perform complex research for tax compliance and asset transfer issues
Adheres to all internal and external regulatory requirements, standards, guidelines, policies and procedures
May create and organize PowerPoint presentations and Excel spreadsheets
May attend client meetings with Trust Officer and perform special projects as assigned
May assist and provide guidance to less experienced Specialists
This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.