Trust Relationship Specialist

Regions Bank•Mobile, AL

1d•Onsite

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 role involves responding to routine customer and internal account inquiries, communicating with clients and internal partners regarding account openings, closings, asset transfers, and fees. The specialist is responsible for creating and maintaining proper account documentation and filing account-related material according to the prescribed system in a timely manner. They will process basic Trust transactions, and may perform basic cash and asset distributions from account closings. The position also includes performing standard account monitoring and notifying leadership when overdrafts or large balances are discovered. Adherence to all internal and external regulatory requirements, standards, guidelines, policies, and procedures is essential. Additionally, the specialist may create and organize PowerPoint presentations and Excel spreadsheets, and may attend client meetings with Trust Officers.

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