Private Wealth Management Relationship Specialist

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At Regions, the Private Wealth Management Relationship Specialist assists in the coordinated delivery of a broad range of bank products and services (trust, insurance, deposits, credit, mortgage, investment, etc.) to affluent clients. This role is responsible for rendering an extraordinarily high level of services to private wealth management clients and supporting the Private Wealth management team’s effort to grow and retain clients.

• Supports sales efforts by assisting with information for scheduling appointments, making follow up telephone calls, and preparing and maintaining client marketing materials
• Collaborates with Private Wealth Management and Sales teams to ensure client needs are fulfilled and promote business development and client retention opportunities
• Facilitates the day-to-day standard transactional needs of the client base, including processing deposits, payments, account transfers, bill payments, wire transfers, or other client support transactions
• Enters and maintains appropriate client records in Customer Relationship Management (CRM) tools and handles loan closing document preparation and assistance
• Responds to client requests for information and assists with general inquiries, within the appropriate level of authority, including the processing of documentation for overdrafts, assisting with new account setup, and the monitoring of various first line of defense risk activities

This position requires the tracking of time and is eligible for overtime hours worked in excess of 40 per week under the Fair Labor Standards Act.

This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to (Use the "Apply for this Job" box below). for more information.

• Bachelor’s degree and two (2) years of Private Wealth administration, Trust Support administration, or related experience
• Or High School Diploma or GED and four (4) years of Private Wealth administration, Trust Support administration or related experience

• Bachelor's degree in a business related field
• Thorough understanding of the Banking and Investment Services industries
• Solid understanding of Wealth Management processes
• Fundamental knowledge of credit processes and Investment Services support

• Excellent collaboration and relationship building skills
• Excellent verbal and written communication skills
• Proactive and thorough in developing comprehensive client correspondence
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, etc.)
• Proven analytical and problem-solving skills, including strong attention to detail
• Skilled in identifying and socializing best practices
• Strong organizational and customer service skills
• Strong record keeping skills and proficiency in standard CRM software

This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.

Full time

Pay ranges are job specific and are provided as a point-of-market reference for compensation…