Job Description

Job Description

At Regions, the Private Wealth Management Relationship Specialist assists in the coordinated delivery of a broad range of bank products and services (trust, insurance, deposits, credit, mortgage, investment, etc.) to affluent clients. This role is responsible for rendering an extraordinarily high level of services to private wealth management clients and supporting the Private Wealth management team's effort to grow and retain clients.

Primary Responsibilities

• Facilitates day to day standard transactional needs of the client base, including processing deposits, payments, account transfers, bill payments, wire transfers or other client support 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 general inquiries, within appropriate level of authority, including the processing of documentation for overdrafts, new account setup 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
• Collaborates with private wealth management and sales team to ensure client needs are fulfilled and promote business development and client retention opportunities

This position 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). For more information, please visit

High School Diploma or GED and four (4) years of Private Wealth administration, Trust Support administration or related experience

OR a Bachelor's degree and two (2) years Private Wealth administration, Trust Support administration or related experience

Preferences

• Bachelor's degree in a business related field
• Thorough understanding of Investment Services and Banking Industry
• Solid understanding of Wealth Management processes
• Fundamental knowledge of credit processes and Investment Services support

Skills and Competencies

• Excellent collaboration and relationship building skills
• Proactive and thorough in developing comprehensive client correspondence
• Skilled in identifying and socializing best practices
• Distinct organizational and customer service skills
• Excellent written and verbal communication skills
• Proven analytical and problem-solving skills, including attention to detail
• Strong record keeping skills including proficiency in standard CRM software
• Proficiency in Microsoft Office (Excel, Word, PowerPoint, etc.)

Full time

Compensation Details

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.

Job Range Target:

Minimum: $46,750.00 USD

Median: $57,270.00 USD

Incentive Pay Plans: This job is not incentive eligible.

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 visit the link below.

Location Details

Location:

One Indiana Square

Indianapolis, Indiana

Equal Opportunity Employer/including Disabled/Veterans

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