Trust Relationship Specialist - Corporate Trust

Regions Bank•Birmingham, AL

13d•Onsite

About The Position

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description: 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 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 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. This position is on Regions' Corporate Trust team. This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience. Regions will not sponsor applicants for work visas for this position. Applicants for this position must be currently authorized to work in the United States on a full-time basis.

Requirements

High School Diploma or GED
Accurate typing, spelling and grammar skills
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

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

Benefits

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates.
Paid Vacation/Sick Time
401K 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
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time.
To learn more about Regions’ benefits, please click or copy the link below to your browser. https://www.regions.com/about-regions/welcome-portal/benefits