Description
:
At Regions, the Trust Relationship Specialist provides 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.
Primary Responsibilities
Responds to routine customer and internal account inquiries, performing necessary research and following up in a timely mannerCommunicates with clients and internal partners regarding account openings, closings, asset transfers, and feesCreates and maintains proper account documentation and files account related material according to the prescribed system in a timely mannerProcesses basic Trust transactions in a timely mannerMay perform basic cash and asset distributions from account closingsPerforms standard account monitoring and notifies leadership when overdrafts or large balances are discoveredAdheres to all...