Job Description:At Regions, the Corporate Trust Relationship Consultant handles trust-related issues involving the scheduling of payments, clients' special requests, and other non-investment matters for basic accounts. This role may assist the Trust Area Manager in developing new business with existing clients. This position plays a key role in assisting Regions with meeting client needs through building deeper client relationships across multiple business groups.
Primary Responsibilities- Manages the set-up, implementation, and administration of Corporate Trust Accounts
- Oversees and provides exceptional service for client relationships
- Follows issues through to resolutions while meeting deadlines, and anticipating strategic client needs including future opportunities and risk
- Coordinates client service activities with other areas of the organization
- Remains abreast of trends and developments in Corporate Trust to ensure proper administration
- Understands clients' objectives and identifies and provides alternatives to appropriate stakeholders
- Develops internal and external relationships with existing and new centers-of- influence (COIs)
- Performs duties in compliance with Corporate Policies and Procedures and Corporate Trust Program Documents and Procedures and all applicable external regulations
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
Requirements- Bachelor's degree with three (3) years of Trust or related experience
- Or High School Diploma with five (5) years of Trust or closely related experience
Preferences- Experience in Corporate Trust Administration and Investments
Skills and Competencies- Ability to communicate to a diverse group on issues and topics
- Excellent analytical and problem-solving skills with attention to detail
- Excellent presentation skills
- Excellent verbal and written communication skills
- Knowledge of effective sales techniques
- Knowledge of trust principles and regulatory and tax matters relating to the administration of trust accounts
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook, etc.)
- Strong organizational skills
This position may be filled at a higher level depending on the candidate's qualifications and relevant experience.
Position TypeFull time
Compensation 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.
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:$74,789.72 USD
Median:$99,855.00 USD
Incentive Pay Plans:This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.
Benefits InformationRegions 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 DetailsAtlanta Midtown
Location:Atlanta, Georgia
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.
