Trust Relationship Specialist

Location
Tampa, Florida
Salary
Open
Posted
Nov 13, 2023
Closes
Dec 14, 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 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.

 

Primary Responsibilities

  •  Responds to routine customer and internal account inquiries, performing necessary research and following up in a timely manner
  • Communicates with clients and internal sales and support staff regarding account openings, closings, and asset transfers
  • 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
  • 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
  • Creates and organizes PowerPoint slide presentations and Excel spreadsheets
  • May attend client meetings with Trust Officer


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.


Requirements

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

 

Preferences

  •  Bachelor's degree in a business related field
  • One (1) year of trust administrative experience with a solid understanding of trust office processes

Skills and Competencies

  •  Proficient in computer software systems to include word processing, databases and spreadsheets 
  • Excellent written and oral communication skills
  • Excellent organizational and customer service skills
  • Good analytical and problem-solving skills, including attention to detail

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 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

Kennedy

Location:

Tampa, Florida

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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