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.

• 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

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.

• High School Diploma or GED
• Accurate typing, spelling and grammar skills

• Bachelor's degree in a business related field
• One (1) year of Trust or closely related experience

• 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

Full time

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.

Target information is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position. Minimum: ___, Median: ___ (placeholder). This job is not incentive eligible.

• 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

Charlotte Uptown

Charlotte, North Carolina

Equal Opportunity Employer/including Disabled/Veterans