Wealth Management Relationship Team Administrator

Regions Bank•St. Louis, MO

1d•Onsite

About The Position

At Regions, the Wealth Management Relationship Team Administrator (RTA) will lead the area’s Wealth and Trust Assistants to ensure quality service to both internal partners and clients. The RTA will have direct management responsibility for assistant staff and may also directly support members of the advisor team.

Requirements

High School Diploma or GED
Five (5) years of experience in a related field

Nice To Haves

College Degree or Technical School Certification
Ability to supervise and manage a team
Ability to work under pressure and meet deadlines
Demonstrated leadership capabilities
Excellent customer service skills
Strong relationship-building capabilities
Strong verbal, written communication, and organizational skills

Responsibilities

Provides leadership, coaching, and training to Wealth Relationship Specialists, serving as their dedicated subject matter expert on policies and procedures for business group systems and transactions
Understands client needs and identifies opportunities to improve and resolve client service issues
Coaches associates to identify expansion opportunities within existing relationships and/or identifies knowledge gaps
Disseminates pertinent information to the Wealth Relationship Specialists, ensuring consistency
Assists Relationship Specialists teams with resolving complex client issues
Completes and processes administrative documents for the department (HR forms, CARS requests, ad hoc management reporting, other various reports)
Monitors departmental compliance training
Monitors risk and compliance on various client transaction activity
May perform general management duties, in partnership with business leadership and Human Resources, exercising usual authority concerning staffing, performance evaluations, promotions, and terminations
Facilitates new associate onboarding and training for Wealth Management associates
Supports Wealth Management Leaders, as needed, with other administrative duties such as onboarding of new associates, complex reporting and other duties as assigned
Travels, as needed, to support the assigned area market