Regions Bank Trust Advisor - Memphis, TN in Memphis, Tennessee
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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At Regions, the Private Wealth Management Personal Trust Specialist is responsible for the client administration and acquisition of a small group of Personal Trust and Estate Plan accounts. Administration responsibilities include client meetings and compliance review of plan accounts. Responsibilities include prospecting, developing internal and external business networks for the purposes of generating new business opportunities, and participating in sales presentations.
Develop and retain trust and investment management clients
Manage the set-up, implementation and administration of trusts and estates
Keep abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment management
Ensure that account administration is in compliance with fiduciary principles
Coordinate client service activities with other wealth management partners
Provide guidance for the development and on-going maintenance of investment allocations, goals and objectives
Assists/Generates new business opportunities
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.
Some knowledge of trust principles and regulatory and tax matters relating to the administration of trust accounts
Strong presentation and sales skills
Excellent oral, written and organizational skills
Good analytical and problem solving skills, including attention to detail
Skilled in applicable computer software, e.g., Microsoft Word, Microsoft Excel, etc.
Bachelors degree or equivalent experience
At least five (5) years of Trust Administration, Estate/Tax Law, Financial Planning or relevant experience
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
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.