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Regions Bank · 6 hours ago

Trust Relationship Specialist - Wealth Operations

Memphis, TN

Full-time

Onsite

Mid Level

$44K/yr - $54K/yr

3+ years exp

Regions Bank is dedicated to providing associates with a career-focused environment. The Trust Relationship Specialist role involves providing administrative support in the trust department, managing client inquiries, processing transactions, and ensuring compliance with regulatory requirements.

BankingInsurance

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

Qualification

Trust administration experienceProficient in software systemsAnalytical skillsOrganizational skillsCustomer service skillsTyping skillsSpelling skillsGrammar skillsWritten communication skillsOral communication skillsProblem-solving skillsAttention to detail

Required

High School Diploma or GED

Three (3) years Trust or closely related experience

Accurate typing, spelling and grammar skills required

Preferred

Bachelors degree in a business related field

Experience in trust administration with a solid understanding of trust office processes

Paralegal, Trust Operations, Investment Operations, Wealth Management Operations and Support experience are strongly preferred

Benefits

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

Company

Regions Bank

Glassdoor3.6

Regions Financial Corporation is a member of the S&P 500 Index and is one of the nation’s largest full-service providers of consumer and commercial banking, wealth management, and mortgage products and services.

Founded in 1971

Memphis, Tennessee, USA

10001+ employees