Jobs Companies Regions Trust Relationship Specialist

About this Trust Relationship Specialist role at Regions

Regions · Onsite · Birmingham, AL - Regions Center

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 partners regarding account openings, closings, asset transfers, and fees
  • 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
  • May perform basic cash and asset distributions from account closings
  • 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
  • May create and organize PowerPoint presentations and Excel spreadsheets
  • May attend client meetings with Trust Officers


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 or closely related experience

Skills and Competencies

  • Proficient in computer software systems to include word processing, databases and spreadsheets 
  • Good written and oral communication skills
  • Good 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

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:

$43,500.00 USD

Median:

$52,540.00 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 click or copy the link below to your browser.


https://www.regions.com/about-regions/welcome-portal/benefits

Location Details

Regions Center

Location:

Birmingham, Alabama

Equal Opportunity Employer/including Disabled/Veterans

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

Ready to apply to Regions?
Apply to Regions

About Regions

About Regions At Regions, our culture focuses on five core values that are a commitment to how we will do business: Put people first Do what is right Focus on your customer Reach higher Enjoy life Through these values, our mission to make life better drives our desire to improve and make a positive difference in the communities where we work and live through financial investments and volunteering.

See all jobs at Regions →

Similar jobs

Regions
Corporate Real Estate Project Manager
Regions
⚡ Apply early Hoover, AL - Riverchase North... Onsite $113,980–$113,980
● New 👁 Seen ✓ Applied 14h ago
Regions
Relationship Banker I - Fishers
Regions
⚡ Apply early Fishers, IN - Fishers Branch Onsite $46,880–$46,880
● New 👁 Seen ✓ Applied 14h ago
Regions
Relationship Banker I - Highlands Main Branch
Regions
⚡ Apply early Highlands, NC - Highlands Main... Onsite $42,192–$42,192
● New 👁 Seen ✓ Applied 14h ago
Regions
2027 BlackArch Investment Banking Analyst
Regions
⚡ Apply early Charlotte, NC - Blackarch Offi... Onsite $131,901–$131,901
● New 👁 Seen ✓ Applied 20h ago
Regions
Full-Stack - ASP.NET CORE, C#, Microservices
Regions
⚡ Apply early Salt Lake City UT LOB Onsite $168,210–$168,210
● New 👁 Seen ✓ Applied 1d ago
Regions
Relationship Banker II - Ridgeland Branch
Regions
⚡ Apply early Ridgeland, SC - Ridgeland Bran... Onsite $52,402–$52,402
● New 👁 Seen ✓ Applied 1d ago
Regions
Ascentium Program Manager
Regions
⚡ Apply early Scottsdale, AZ - Ascentium Sco... Onsite $143,930–$143,930
● New 👁 Seen ✓ Applied 1d ago
Regions
Relationship Banker I - Hattiesburg
Regions
⚡ Apply early Hattiesburg, MS - Hattiesburg... Onsite $42,192–$42,192
● New 👁 Seen ✓ Applied 1d ago
Regions
Private Wealth Management Associate Wealth Advisor
Regions
⚡ Apply early St Petersburg, FL - Downtown S... Onsite $86,310–$86,310
● New 👁 Seen ✓ Applied 1d ago

Sign up for suggestions tailored to the jobs you open and the searches you save.

More jobs at Regions

See all jobs at Regions →

Apply now
🤖

Whoa — hold up

JobsRadar was built for real people having a rough time in their job search — not for automated requests. You're clicking way too fast and you're now temporarily blocked.

Come back later. If you're genuinely job hunting, we've got your back — just act like a human.

Catch your next role the second it’s posted.

Create a free account and we’ll watch the boards for you — the instant a job matches your search, it lands in your inbox or Telegram. No digging, no refreshing.

Create free account

Free forever · takes 30 seconds · already have one?

Get an edge on your job hunt.

Join our Telegram channel for the stuff that helps you land the role — salary benchmarks, the weekly market pulse, and new-feature drops. No spam, just signal.

Join the channel — it's free