Job Description

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 Associate Trust Advisor through the mentorship of a senior advisor will build foundational skills knowledge and expertise needed to further their advancement to an advisor role. The Associate Trust Advisor will focus on the administration and client servicing of an assigned book of business.

This position is designed to prepare the Associate for the complexity of the traditional Trust Advisor role.

Primary Responsibilities

• Establishes new client relationships in addition to providing advisory services and support to their existing assigned client relationships
• Assigns accounts for administration
• Partners with Trust Advisors as a relationship management point of contact delivering administrative support to key clients
• Executes client servicing requirements
• Conducts Annual Relationship Reviews for clients
• Performs perpetual discovery assessing a clients financial situation to retain & grow the client relationship
• Communicates and delivers the Private Wealth Management mission and vision statement

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.

Requirements

• Bachelors degree
• One (1) year of Trust Administration Estate/Tax Law Financial Planning or relevant experience

Preferences

• Basic knowledge of foundational trust principles and regulatory tax matters related to the administration of trust accounts

Skills and Competencies

• Proficient sales negotiation presentation & problem-solving skills
• Strong verbal and written communication skills

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:

$45254.00 USD

Median:

$67160.00 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. To learn more about Regions benefits please click or copy the link below to your browser.

Required Experience:

IC

Job Tags

Full time, Flexible hours,

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