Trust Relationship Specialist - Wealth Operations - Account Closings Team

Regions Bank•Birmingham, AL

About The Position

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. This position is a part of our centralized Wealth Management Account Transitions Closing team. This 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 (1) year of Trust or closely related experience
Proficient in computer software systems to include 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

Responsibilities

Responds to routine customer and internal account inquiries, performing necessary research 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 basic Trust transactions in a timely manner
May perform basic cash and asset distributions from account closings
Performs standard account monitoring and notifies leadership when overdrafts or large balances are discovered
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 Officers