Trust Relationship Specialist

Regions Bank•Mobile, AL

1d•Onsite

About The Position

At Regions, associates are offered a place to build a career with opportunities for performance-driven individuals. The company values results, quality, strength, integrity, and a drive to succeed. Regions is committed to safeguarding personal information submitted by applicants, which will be used solely for evaluating qualifications for job opportunities and stored in accordance with regulatory requirements. The Trust Relationship Specialist provides general and clerical administrative support to individuals or groups within the trust department, handling clerical, administrative, and business details. Regions' culture is built on five core values: Put people first, Do what is right, Focus on your customer, Reach higher, and Enjoy life. These values drive the company's mission to make life better by improving and positively impacting communities through financial investments and volunteering.

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

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