Private Wealth Relationship Specialist

Dallas, Texas
May 09, 2023
Jun 09, 2023

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

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.

Job Description:

At Regions, the Private Wealth Relationship Specialist assists in the coordinated delivery of a broad range of bank products and services (insurance, deposits, consumer credit etc.) to a challenging and sensitive portfolio of affluent clients. The Private Wealth Relationship Specialist will be responsible for supporting a Private Wealth management team and rendering an extraordinary high level of services to private wealth management clients.

Primary Responsibilities

  • Facilitates day to day basic transactional needs of the client base, including processing deposits, payments, transfers or other routine transactions

  • Responds to client requests for information and assists with basic inquiries, within appropriate level of authority, including the processing of documentation for overdrafts and monitoring of various first line of defense risk activities

  • Supports sales efforts by assisting with information for scheduling appointments, making follow up telephone calls, and preparing and maintaining client marketing materials

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.

This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS).  Please refer to for more information.


  • High School Diploma or GED


  • Bachelor's degree in a business related field
  • At least one (1) year of private wealth administrative experience or equivalent
  • Solid understanding of private wealth processes

Skills and Competencies

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

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

Position Type

Full time

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for 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

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.

Location Details

17 Seventeen Building


Dallas, Texas

Bring Your Whole Self to Work  


We have a passion for creating an inclusive environment that promotes and values diversity of race, color, national origin, religion, age, sexual orientation, gender identity, disability, veteran status, genetic information, sex, pregnancy, and many other primary and secondary dimensions that make each of us unique as individuals and provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work is the right thing to do.


OFCCP Disclosure: Equal Opportunity Employer/Disabled/Veterans  

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