Private Wealth Management Relationship Specialist

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 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

• 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 teams to ensure client needs are fulfilled and promote business development and client retention opportunities

• Facilitates the day-to-day standard to complex transactional needs of the client base, including processing deposits, payments, account transfers, distributions, wire transactions, opening accounts, credit request applications, securing documentation required for loan origination and servicing, trust account set-up and servicing, or other client support transactions

• Serves as a key member of the client team, proactively identifying new business opportunities, and regularly participating in face-to-face client meetings

• Monitors the loan pipeline process on a proactive basis

• Responds to client requests for information and assists with a wide range of inquiries, within the appropriate level of authority, including the processing of documentation for overdrafts and monitoring of various first line of defense risk activities

• Enters and maintains appropriate client records in Customer Relationship Management (CRM) tools, handles the preparation of loan documents, and assists with the setup of new accounts

• Researches and monitors accounts to identify and resolve operational issues

• May guide and/or train less experienced Private Wealth Relationship Management Specialists

This position requires the tracking of time and is eligible for overtime 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 https://fedregistry.nationwidelicensingsystem.org for more information.

Requirements

• Bachelor’s degree and four (4) years of Private Wealth administration, Trust support administration, paralegal, investment management support, or related experience

• Or High School Diploma or GED and six (6) years of Private Wealth administration, Trust Support administration, or related experience

Preferences

• Thorough understanding of the Banking and Investment Services industries

• Solid understanding of Wealth Management processes

• Advanced knowledge of Investment Services support

• Fundamental knowledge of credit processes

Skills and Competencies

• Distinguished collaboration and relationship building skills

• Excellent organizational and customer service skills

• Excellent verbal and written communication skills

• Outstanding analytical, critical thinking, and problem-solving skills

• Proactive and thorough in developing comprehensive client correspondence

• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, etc.)

• Skilled in identifying and socializing best practices

• Strong attention to detail

• ​Strong record keeping skills and proficiency in standard CRM software

Position Type

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:

Median:

Incentive Pay Plans:

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

Location:

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.