Trust Relationship Specialist

Regions Bank•Mobile, AL

2d•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. Primary 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 to complex 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 May perform research for tax compliance and asset transfer issues 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 and perform special projects as assigned This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act. The specialist will support Property Managers in the Natural Resources and Real Estate (NRRE) line of business, which includes Timber, Oil & Gas, and Real Estate assets. Key responsibilities include: Setting up complex property assets Processing and reconciling revenue across multiple NRRE systems Paying expenses and managing specialized insurance and property tax cycles Performing detailed research to resolve account‑level discrepancies May coordinate division orders, lease documentation, environmental reports, annual reviews, inspections, appraisals, and other internal controls. Strict attention to detail is required due to the volume of transactions, multi‑system accuracy requirements, and NRRE’s regulatory and audit expectations. Administrative duties include managing incoming calls, correspondence, and maintaining audit‑ready documentation according to NRRE retention standards. This position provides support to Property Managers located in Mobile, AL, and other Regions offices.

Requirements

High School Diploma or GED
Three (3) years Trust or closely related experience
Accurate typing, spelling and grammar skills required
Proficient in computer software systems to include word processing, databases and spreadsheets
Strong organizational and customer service skills
Strong written and oral communication skills
Strong analytical and problem-solving skills, including attention to detail

Nice To Haves

Bachelors degree in a business related field
Experience in trust administration with a solid understanding of trust office processes

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 to complex 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
May perform research for tax compliance and asset transfer issues
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 and perform special projects as assigned
Setting up complex property assets
Processing and reconciling revenue across multiple NRRE systems
Paying expenses and managing specialized insurance and property tax cycles
Performing detailed research to resolve account‑level discrepancies
May coordinate division orders, lease documentation, environmental reports, annual reviews, inspections, appraisals, and other internal controls.
Managing incoming calls, correspondence, and maintaining audit‑ready documentation according to NRRE retention standards