Corporate Trust Relationship Consultant
RegionsAbout the role
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 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 position 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, providing 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, including managing the setup, implementation and administration of Corporate Trust Accounts and following issues through to resolutions, meeting deadlines, and anticipating strategic client needs including future opportunities and risk
Coordinates client service activities with other areas of the organization
Keeps abreast of trends and developments in Corporate Trust to ensure proper administration
Understands clients' objectives and identifies and provides alternatives to appropriate stakeholders
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 one (1) year of experience
Or High School Diploma with three (3) years of experience
Preferences
Background in Corporate Trust Administration and investments
Skills and Competencies
Ability to create and maintain strong client relationships
Ability to read and interpret legal and financial documents
Excellent analytical and problem-solving skills including attention to detail
Excellent presentation skills
Excellent verbal, written, and organizational skills
Knowledge of trust principles or general finance concepts
Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)
This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.
Position Type
Full timeCompensation 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:
$70,312.00 USDMedian:
$93,880.00 USDIncentive 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
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