Trust Relationship Specialist
Regions Bank, Birmingham, AL, United States
Trust Relationship Specialist
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. Requirements: High School Diploma or GED Accurate typing, spelling and grammar skills Preferences: Bachelor's degree in a business related field One (1) year of Trust or closely related experience Skills and Competencies: 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 The specialist will support Property Managers in the Natural Resources and Real Estate (NRRE) line of business, which includes Timber, Oil & Gas, and Real Estate assets. Key responsibilities include: Setting up complex property assets Processing and reconciling revenue across multiple NRRE systems Paying expenses and managing specialized insurance and property tax cycles Performing detailed research to resolve account-level discrepancies May coordinate division orders, lease documentation, environmental reports, annual reviews, inspections, appraisals, and other internal controls. Strict attention to detail is required due to the volume of transactions, multi-system accuracy requirements, and NRRE's regulatory and audit expectations. Administrative duties include managing incoming calls, correspondence, and maintaining audit-ready documentation according to NRRE retention standards. This position provides support to Property Managers located in Birmingham, AL, and other Regions offices. Position Type: Full time Compensation Details: Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. Job Range Target: Minimum: $43,500.00 USD Median: $52,540.00 USD Incentive Pay Plans: This job is not incentive eligible. Benefits Information: 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. Location Details
Regions Center Location: Birmingham, Alabama Equal Opportunity Employer/including Disabled/Veterans
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. Requirements: High School Diploma or GED Accurate typing, spelling and grammar skills Preferences: Bachelor's degree in a business related field One (1) year of Trust or closely related experience Skills and Competencies: 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 The specialist will support Property Managers in the Natural Resources and Real Estate (NRRE) line of business, which includes Timber, Oil & Gas, and Real Estate assets. Key responsibilities include: Setting up complex property assets Processing and reconciling revenue across multiple NRRE systems Paying expenses and managing specialized insurance and property tax cycles Performing detailed research to resolve account-level discrepancies May coordinate division orders, lease documentation, environmental reports, annual reviews, inspections, appraisals, and other internal controls. Strict attention to detail is required due to the volume of transactions, multi-system accuracy requirements, and NRRE's regulatory and audit expectations. Administrative duties include managing incoming calls, correspondence, and maintaining audit-ready documentation according to NRRE retention standards. This position provides support to Property Managers located in Birmingham, AL, and other Regions offices. Position Type: Full time Compensation Details: Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. Job Range Target: Minimum: $43,500.00 USD Median: $52,540.00 USD Incentive Pay Plans: This job is not incentive eligible. Benefits Information: 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. Location Details
Regions Center Location: Birmingham, Alabama Equal Opportunity Employer/including Disabled/Veterans