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Regions Bank · 9 hours ago

Trust Relationship Specialist - Corporate Trust

Birmingham, AL

Full-time

Onsite

Entry Level

$44K/yr - $53K/yr

1+ years exp

Regions Bank is dedicated to providing a career-focused environment for its associates. The Trust Relationship Specialist will provide administrative support to the trust department, handling customer inquiries, managing account documentation, and ensuring compliance with regulatory requirements.

BankingInsurance

No H1B

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

Qualification

Trust transactionsAccount managementComputer software proficiencyCustomer service skillsAnalytical skillsWritten communicationOral communicationOrganizational skillsProblem-solving skills

Required

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

Preferred

Bachelor's degree in a business related field

One (1) year of Trust or closely related experience

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