Trust Relationship Specialist

Regions Bank•Mountain Brook, 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.

Requirements

High School Diploma or GED
Five (5) years Trust or related experience
Accurate typing, spelling and grammar skills required

Nice To Haves

Bachelor's 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 on complex matters 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 complex Trust transactions in a timely manner
May perform complex cash and asset distributions from account closings
Performs standard account monitoring and notifies leadership when overdrafts or large balances are discovered
May forecasts client cash needs and provides estimates of liquidity needed to relationship team
May perform complex 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 Officer and perform special projects as assigned
May assist and provide guidance to less experienced Specialists