Private Wealth Management Relationship Specialist

Overview

Thank you for your interest in a career  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.

• Facilitates day to day basic transactional needs of the client base, including processing deposits, payments, transfers or other routine transactions
• Enters and maintains appropriate client records in CRM tools, loan closing document preparation and assistance
• 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 (Use the "Apply for this Job" box below). for more information.

• High School Diploma or GED and two (2) years general banking, paralegal, or client support experience OR a Bachelor’s degree

• Bachelor s degree in a business related field
• One (1) year of Private Wealth administration, Trust Support administration or related experience
• Fundamental understanding of Wealth Management processes

• Proactive and thorough in developing comprehensive client correspondence.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint, etc)
• Proven analytical and problem-solving skills, including attention to detail
• Strong collaboration and relationship building skills
• Strong organizational and customer service skills
• Strong written and verbal communication skills

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

Regions will not sponsor applicants for work visas for this position. Applicants for this position must be currently authorized to work in the United States on a full-time basis.

Full time

Pay 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.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Minimum: $43,500.00 USD

Median: $52,540.00 USD

Incentive Pay Plans: This job is not incentive eligible.

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…