Trust Assistant

Regions Financial Corporation Birmingham, AL
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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Job Description:

At Regions, the Trust Assistant 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 manner

* Communicates with clients and internal sales and support staff regarding account openings, closings, and asset transfers

* Creates and maintains proper account documentation and files account related material according to the prescribed system in a timely manner

* Processes basic Trust transactions in a timely manner

* Performs standard account monitoring and notifies leadership when overdrafts or large balances are discovered

* Adheres to all internal and external regulatory requirements, standards, guidelines, policies and procedures

* Creates and organizes PowerPoint slide presentations and Excel spreadsheets

* May attend client meetings with Trust Officer

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 is incentive eligible.


* High school diploma or GED

* Accurate typing, spelling and grammar skills required


* Bachelors degree in a business related field

* At least one (1) year of trust administrative experience with a solid understanding of trust office processes

Skills and Competencies

* Proficient in computer software systems to include word processing, databases and spreadsheets

* Excellent written and oral communication skills

* Excellent organizational and customer service skills

* Good analytical and problem solving skills, including attention to detail

This position may be filled at a higher level, depending upon experience.

Location:Birmingham, Alabama


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