Regions Bank Trust Assistant in Birmingham, Alabama

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 Trust Assistant requires that the person provide 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.

This position requires the tracking of time and is eligible for overtime under the non-exempt FLSA classification for hours worked in excess of 40 per week.

Primary Responsibilities

Adheres to all internal and external regulatory requirements, standards, guidelines, policies and procedures

• Sets up and maintains trust account files

• Ensures that fee desk is informed of new accounts and closed accounts

• Facilitates proper and timely transfer of assets on closing accounts

• Researches tax and compliance issues

• Monitors cash sheet daily for overdrafts or large balances

• Processes Trust transactions (disbursements, income, etc)

• Handles routine questions from clients

• Creates and organizes PowerPoint slide presentations

• Creates and maintains Excel spreadsheets

• Files account related material according to prescribed system in a timely manner

• May attend client meetings with Trust Officer

Requirement

• High school diploma or equivalent

• Accurate typing, spelling and grammar skills required

Preferences

• Bachelors degree in a business related field

• One plus years trust administrative experience with a solid understanding of trust office processes

Skill and Competencies

• Proficient in computer software systems to include word processing, databases and spreadsheets

• Excellent written and oral communication skills

• Excellent organizational and customer service skills

• Good analytical and problem solving skills, including attention to detail

Location:

Birmingham, Alabama

EEO/AA/Minorities/Females/Disabled/Veterans

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.

EEO/AA/Minorities/Females/Disabled/Veterans