Private Wealth Management Relationship Specialist

Private Wealth Management Relationship Specialist

At Regions, the Private Wealth Management Relationship Specialist assists in the coordinated delivery of a broad range of bank products and services to affluent clients. This role is responsible for rendering an extraordinarily high level of services to private wealth management clients and supporting the Private Wealth management team's effort to grow and retain clients.

Primary Responsibilities:

• Facilitates day to day basic transactional needs of the client base, including processing deposits, payments, transfers or other routine transactions
• Enters and maintains appropriate client records in CRM tools, loan closing document preparation and assistance
• Responds to client requests for information and assists with basic inquiries, within appropriate level of authority, including the processing of documentation for overdrafts and monitoring of various first line of defense risk activities
• Supports sales efforts by assisting with information for scheduling appointments, making follow up telephone calls, and preparing and maintaining client marketing materials

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.

This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to

Requirements:

• High School Diploma or GED and two (2) years general banking, paralegal, or client support experience OR a Bachelor's degree

Preferences:

• Bachelor's degree in a business related field
• One (1) year of Private Wealth administration, Trust Support administration or related experience
• Fundamental understanding of Wealth Management processes

Skills and Competencies:

• Proactive and thorough in developing comprehensive client correspondence.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint, etc)
• Proven analytical and problem-solving skills, including attention to detail
• Strong collaboration and relationship building skills
• Strong organizational and customer service skills
• Strong written and verbal communication skills

Full 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.

Job Range Target: Minimum: $41,325.00 USD Median: $49,913.00 USD Incentive Pay Plans: This job is not incentive eligible.

Benefits Information:

Regions 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.

Location Details:

Location: Downtown Sarasota

Sarasota, Florida

Equal Opportunity Employer/including Disabled/Veterans