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 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.
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.
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.
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.
