Trust Relationship Specialist- Institutional Trust
Regions Bank, Charlotte, NC, United States
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career— a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Job Description 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
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
Onsite Requirement Onsite requirement of Monday‑Friday during training; after training schedule will be 3 days onsite, 2 days work from home.
Candidate Location Candidate should be located in Charlotte NC, Mobile AL, St. Petersburg FL, or Tampa FL.
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.
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 Equal Opportunity Employer/including Disabled/Veterans
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Job Description 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
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
Onsite Requirement Onsite requirement of Monday‑Friday during training; after training schedule will be 3 days onsite, 2 days work from home.
Candidate Location Candidate should be located in Charlotte NC, Mobile AL, St. Petersburg FL, or Tampa FL.
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.
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 Equal Opportunity Employer/including Disabled/Veterans
#J-18808-Ljbffr