Trust Relationship Specialist

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.Primary ResponsibilitiesResponds to routine customer and internal account inquiries, performing necessary research and following up in a timely mannerCommunicates with clients and internal partners regarding account openings, closings, asset transfers, and feesCreates and maintains proper account documentation and files account related material according to the prescribed system in a timely mannerProcesses basic to complex Trust transactions in a timely mannerMay perform basic cash and asset distributions from account closingsPerforms standard account monitoring and notifies leadership when overdrafts or large balances are discoveredMay perform research for tax compliance and asset transfer issuesAdheres to all internal and external regulatory requirements, standards, guidelines, policies and proceduresMay create and organize PowerPoint presentations and Excel spreadsheetsMay attend client meetings with Trust Officers and perform special projects as assignedRequirementsHigh School Diploma or GEDThree (3) years Trust or closely related experienceAccurate typing, spelling and grammar skills requiredPreferencesBachelors degree in a business related fieldExperience in trust administration with a solid understanding of trust office processesSkills and CompetenciesProficient in computer software systems to include word processing, databases and spreadsheetsStrong organizational and customer service skillsStrong written and oral communication skillsStrong analytical and problem-solving skills, including attention to detailPosition TypeFull timeCompensation DetailsPay 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.Job Range Target:Minimum:$49,087.50 USDMedian:$60,133.50 USDRegions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates.Paid Vacation/Sick Time401K with Company MatchMedical, Dental and Vision BenefitsDisability BenefitsHealth Savings AccountFlexible Spending AccountLife InsuranceParental LeaveEmployee Assistance ProgramAssociate Volunteer ProgramPlease note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time.Location Details Atlanta MidtownLocation:Atlanta, GeorgiaEqual Opportunity Employer/including Disabled/Veterans