Corporate Trust Relationship Consultant

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.

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Job Description:

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 position may assist the Trust Area Manager in developing new business with existing clients.

Primary Responsibilities

• Handles complex accounts involving the scheduling of payments, clients' special requests, and other non-investment matters for accounts

• Oversees and provides exceptional service for client relationships, including managing the setup, implementation and administration of Corporate Trust Accounts and following issues through to resolutions, meeting deadlines, and anticipating strategic client needs including future opportunities and risk

• Coordinates client service activities with other areas of the organization

• Keeps abreast of trends and developments in Corporate Trust to ensure proper administration

• Administers and oversees the most complex transactions and client relationships, demonstrating a thorough understanding of client objectives, and identifies and provides alternatives to appropriate stakeholders

• Partners with leadership and strategists to expand existing relationships and identify both good and undesirable business

• Develops internal and external relationships with existing and new centers-of- influence (COIs)

• Leads client pre-call planning meetings and participates in sales presentations

• Performs duties in compliance with Corporate Policies and Procedures and Corporate Trust Program Documents and Procedures and all applicable external regulations

• May lead projects and/or supervises junior level staff, serving as  leader or mentor

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 five (5) years of Trust or related experience

• Or High School Diploma with seven (7) years of Trust or closely related experience

Preferences

• Master's degree

Skills and Competencies

• Ability to communicate to a diverse group on complicated issues and topics

• Excellent analytical and problem-solving skills including attention to detail

• Excellent presentation skills

• Excellent verbal, written, and organizational skills

• Extensive knowledge of trust principles and regulatory and tax matters relating to the administration of trust accounts

• Proven sales ability and knowledge of effective sales techniques

• Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)

Position Type

Benefits Information

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

https://www.regions.com/welcometour/benefits.rf

Location Details

Location:

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