Corporate Trust Relationship Consultant
Job in
Birmingham, Jefferson County, Alabama, 35298, USA
Listed on 2026-07-03
Listing for:
Regions Bank
Full Time
position Listed on 2026-07-03
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Regulatory Compliance Specialist, Corporate Finance
Job Description & How to Apply Below
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law.
Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
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* Job Description:
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* At Regions, the Corporate Trust Relationship Consultant handles trust-related issues involving the scheduling of payments, clients' special requests, and other non-investment matters for basic accounts. This role may assist the Trust Area Manager in developing new business with existing clients. This position plays a key role in assisting Regions with meeting client needs through building deeper client relationships across multiple business groups.
** Primary Responsibilities*
* + Manages the set-up, implementation, and administration of Corporate Trust Accounts
+ Oversees and provides exceptional service for client relationships
+ Follows issues through to resolutions while meeting deadlines, and anticipating strategic client needs including future opportunities and risk
+ Coordinates client service activities with other areas of the organization
+ Remains abreast of trends and developments in Corporate Trust to ensure proper administration
+ Understands clients' objectives and identifies and provides alternatives to appropriate stakeholders
+ Develops internal and external relationships with existing and new centers-of- influence (COIs)
+ Performs duties in compliance with Corporate Policies and Procedures and Corporate Trust Program Documents and Procedures and all applicable external regulations
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
** Requirements*
* + Bachelor's degree with three (3) years of Trust or related experience
+ Or High School Diploma with five (5) years of Trust or closely related experience
** Preferences*
* + Experience in Corporate Trust Administration & Investments
** Skills and Competencies*
* + Ability to communicate to a diverse group on issues and topics
+ Excellent analytical and problem-solving skills with attention to detail
+ Excellent presentation skills
+ Excellent verbal and written communication skills
+ Knowledge of effective sales techniques
+ Knowledge of trust principles and regulatory and tax matters relating to the administration of trust accounts
+ Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook, etc.)
+ Strong organizational skills
+ Acts in a trustee and/or paying agent capacity on bond issuances, ensuring adherence to governing documents and transaction requirements
+ Administers and services corporate trust bond issues, including coordinating payment distributions, tracking compliance obligations, and managing bond related events
+ Supports the execution and ongoing administration of debt financings and bond transactions, working closely with internal partners, clients, counsel, and other transaction partners.
This position may be filled at a higher level depending on the candidate's qualifications and relevant experience.
** 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…
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