Trust Relationship Specialist
Regions Bank, El Paso, TX, United States
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
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.
Target information is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position. Minimum: ___, Median: ___ (placeholder). 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
Location Details Charlotte Uptown
Location: Charlotte, North Carolina
Equal Opportunity Employer/including Disabled/Veterans
#J-18808-Ljbffr
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
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.
Target information is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position. Minimum: ___, Median: ___ (placeholder). 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
Location Details Charlotte Uptown
Location: Charlotte, North Carolina
Equal Opportunity Employer/including Disabled/Veterans
#J-18808-Ljbffr