Private Wealth Management Relationship Specialist

Private Wealth Management Relationship Specialist

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.

Primary Responsibilities

• 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 to complex transactional needs of the client base, including processing deposits, payments, account transfers, distributions, wire transactions, opening accounts, credit request applications, securing documentation required for loan origination and servicing, trust account set-up and servicing, or other client support transactions
• Serves as a key member of the client team, proactively identifying new business opportunities, and regularly participating in face-to-face client meetings
• Monitors the loan pipeline process on a proactive basis
• Responds to client requests for information and assists with a wide range of inquiries, within the appropriate level of authority, including the processing of documentation for overdrafts and monitoring of various first line of defense risk activities
• Enters and maintains appropriate client records in Customer Relationship Management (CRM) tools, handles the preparation of loan documents, and assists with the setup of new accounts
• Researches and monitors accounts to identify and resolve operational issues
• May guide and/or train less experienced Private Wealth Relationship Management Specialists

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

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Requirements

• Bachelor's degree and four (4) years of Private Wealth administration, Trust support administration, paralegal, investment management support, or related experience
• Or High School Diploma or GED and six (6) years of Private Wealth administration, Trust Support administration, or related experience

Preferences

• Thorough understanding of the Banking and Investment Services industries
• Solid understanding of Wealth Management processes
• Advanced knowledge of Investment Services support
• Fundamental knowledge of credit processes

Skills and Competencies

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

• Ability to navigate complex documentation and administrative processes with a high degree of accuracy and attention to detail.
• Experience reviewing, interpreting, and managing legal, trust, fiduciary, estate, or related documentation is highly desirable.
• The ideal candidate will possess experience in trust administration, fiduciary operations, legal support, or paralegal functions, combined with a client-focused approach.

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,…