Trust Relationship Specialist

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 on complex matters 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 complex Trust transactions in a timely manner
• May perform complex cash and asset distributions from account closings
• Performs standard account monitoring and notifies leadership when overdrafts or large balances are discovered
• May forecasts client cash needs and provides estimates of liquidity needed to relationship team
• May perform complex research for tax compliance and asset transfer issues
• 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 Officer and perform special projects as assigned
• May assist and provide guidance to less experienced Specialists

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
• Five (5) years Trust or related experience
• Accurate typing, spelling and grammar skills required

Preferences

• Bachelor's degree in a business related field
• Experience in trust administration with a solid understanding of trust office processes

Skills and Competencies

• Proficient in computer software systems to include word processing, databases and spreadsheets
• Excellent organizational and customer service skills
• Excellent written and oral communication skills
• Excellent 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.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target:

Minimum:

$50,500.00 USD

Median:

$63,650.00 USD

Incentive Pay Plans:

This job is not incentive eligible.

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

• 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

Crestline

Birmingham, Alabama

Equal Opportunity Employer/including Disabled/Veterans