Trust Relationship Specialist - Institutional Services

Regions Bank•Tampa, AL

2d•Onsite

About The Position

The Trust Relationship Specialist provides general and clerical administrative support to an individual in the trust department and/or to the department as a group, relieving them of clerical, administrative, and business details. The role responds to routine customer and internal account inquiries, handles basic Trust transactions, maintains account documentation, and supports Trust Officers and clients. The position is based at RSA Battle House Tower in Mobile, Alabama. It requires tracking work time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act. The role is full-time and is not incentive eligible. The position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.

Requirements

High school diploma or GED.
Accurate typing, spelling, and grammar skills.
Proficiency with computer software systems, including word processing, databases, and spreadsheets.
Good written and oral communication skills.
Good organizational and customer service skills.
Good analytical and problem-solving skills, including attention to detail.

Nice To Haves

Bachelor’s degree in a business-related field.
One year of Trust or closely related experience.

Responsibilities

Respond to routine customer and internal account inquiries, perform necessary research, and follow up in a timely manner.
Communicate with clients and internal partners regarding account openings, closings, asset transfers, and fees.
Create and maintain proper account documentation and file account-related materials according to the prescribed system in a timely manner.
Process basic Trust transactions in a timely manner.
May perform basic cash and asset distributions from account closings.
Perform standard account monitoring and notify leadership when overdrafts or large balances are discovered.
Adhere to 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 Officers.
Track time worked.