Trust Relationship Specialist - Institutional Services
About The Position
At Regions, the Trust Relationship Specialist provides general and clerical administrative support to an individual in the trust department and/or to the trust department as a group, relieving them of clerical, administrative, and business detail. The position responds to routine customer and internal account inquiries; supports account openings, closings, asset transfers, and fees; maintains account documentation; and processes basic trust transactions. The role may include cash and asset distributions, account monitoring, preparing presentations and spreadsheets, and attending client meetings with Trust Officers. This position requires tracking time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act. The job is full-time and is located at RSA Battle House Tower in Mobile, Alabama. 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.
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, conduct 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.
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
