NRRE Trust Relationship Specialist
Regions Bank, Tyler, TX, United States
Job Description
This role provides general and clerical administrative support to the trust department, relieving the department of clerical, administrative and business detail.
Primary Responsibilities
Respond to routine customer and internal account inquiries, perform research and follow up timely.
Communicate with clients and internal partners about account openings, closings, asset transfers, and fees.
Create and maintain proper account documentation and file account‑related material according to the prescribed system in a timely manner.
Process basic trust transactions promptly.
Possibly perform basic cash and asset distributions from account closings.
Monitor accounts and notify leadership of overdrafts or large balances.
Adhere to all internal and external regulatory requirements, standards, guidelines, policies, and procedures.
Create and organize PowerPoint presentations and Excel spreadsheets as needed.
Attend client meetings with trust officers.
Time tracking is required; overtime is eligible 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 year of trust or closely related experience.
Skills and Competencies
Proficient in computer software systems including word processing, databases, and spreadsheets.
Good written and oral communication skills.
Strong organizational and customer‑service skills.
Good analytical and problem‑solving skills with 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 – NRRE
Set up complex property assets.
Process and reconcile revenue across multiple NRRE systems.
Pay expenses and manage specialized insurance and property tax cycles.
Perform detailed research to resolve account‑level discrepancies.
Possibly 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 Pay ranges vary by location, experience, skills, knowledge, and performance.
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
Location Tyler, Texas.
Equal Opportunity Employer Regions is an equal opportunity employer, including disabled veterans.
#J-18808-Ljbffr
Primary Responsibilities
Respond to routine customer and internal account inquiries, perform research and follow up timely.
Communicate with clients and internal partners about account openings, closings, asset transfers, and fees.
Create and maintain proper account documentation and file account‑related material according to the prescribed system in a timely manner.
Process basic trust transactions promptly.
Possibly perform basic cash and asset distributions from account closings.
Monitor accounts and notify leadership of overdrafts or large balances.
Adhere to all internal and external regulatory requirements, standards, guidelines, policies, and procedures.
Create and organize PowerPoint presentations and Excel spreadsheets as needed.
Attend client meetings with trust officers.
Time tracking is required; overtime is eligible 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 year of trust or closely related experience.
Skills and Competencies
Proficient in computer software systems including word processing, databases, and spreadsheets.
Good written and oral communication skills.
Strong organizational and customer‑service skills.
Good analytical and problem‑solving skills with 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 – NRRE
Set up complex property assets.
Process and reconcile revenue across multiple NRRE systems.
Pay expenses and manage specialized insurance and property tax cycles.
Perform detailed research to resolve account‑level discrepancies.
Possibly 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 Pay ranges vary by location, experience, skills, knowledge, and performance.
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
Location Tyler, Texas.
Equal Opportunity Employer Regions is an equal opportunity employer, including disabled veterans.
#J-18808-Ljbffr