Trust Relationship Specialist - Nashville, TN (Music Row)

regions financialFranklin, TN

3 days ago

Occupations

Financial Clerks, All Other Bookkeeping, Accounting, and Auditing Clerks Financial Specialists, All Other

Industries

Commercial Banking Trust, Fiduciary, and Custody Activities Savings Institutions and Other Depository Credit Intermediation

$43,500 - $52,540 per year

APPLY NOW

About the role

Trust Relationship Specialist 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 GEDAccurate typing, spelling and grammar skills
PreferencesBachelor'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 skillsGood organizational and customer service skillsGood 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 TypeFull 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 USDMedian:$52,540.00 USDIncentive Pay Plans: This job is not incentive eligible.

Benefits: Information 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 Music RowLocation: Nashville, Tennessee Equal Opportunity Employer/including Disabled/Veterans

Matching similar jobs

JOB OVERVIEW

Salary

$43,500 - $52,540 per year

Experience level

Junior

Location

Franklin, TN

Occupation

Financial Clerks, All Other

Industry

Commercial Banking

Posted

3 days ago

Tired of running searches?

Rank the roles you'd take once, and matches like these arrive on their own.

CREATE PROFILE