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Corporate Trust Relationship Consultant

Corporate Trust Relationship Consultant

Atlanta StaffingAtlanta, GA, US
18 hours ago
Job type
  • Full-time
Job description

Corporate Trust Relationship Consultant

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

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 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 : $70,312.00 USD

    Median : $93,880.00 USD

    Incentive 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 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.

    Location Details

    Atlanta Midtown

    Location : Atlanta, Georgia

    Equal Opportunity Employer / including Disabled / Veterans

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