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Regions Bank · 18 hours ago

Private Wealth Management Relationship Specialist

Naples, FL

Full-time

Onsite

Entry Level

$44K/yr - $53K/yr

2+ years exp

Regions Bank is dedicated to providing a career-oriented environment for its associates. The Private Wealth Management Relationship Specialist is responsible for delivering a range of banking products and services to affluent clients while ensuring high levels of service and supporting the growth and retention of clients.

BankingInsurance

No H1B

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

Qualification

Wealth Management processesClient support experienceMicrosoft OfficeAnalytical skillsCustomer service skillsProblem-solving skillsCollaboration skillsOrganizational skillsWritten communicationVerbal communication

Required

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

Registration with the Nationwide Mortgage Licensing System and Registry (NMLS)

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

Currently authorized to work in the United States on a full-time basis

Preferred

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

Benefits

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

Company

Regions Bank

Glassdoor3.6

Regions Financial Corporation is a member of the S&P 500 Index and is one of the nation’s largest full-service providers of consumer and commercial banking, wealth management, and mortgage products and services.

Founded in 1971

Memphis, Tennessee, USA

10001+ employees

https://www.regionsinsurance.com/

Funding

Current Stage

Late Stage

Total Funding

unknown

2018-04-06Acquired

Leadership Team

Brian Happel

Executive Vice President and Fort Worth Market CEO

Daniel Hobbs

Executive Vice President, Head of Corporate Finance and Business Lines CFO

Recent News

Business Journals

Regions Bank cuts brick-and-mortar footprint, ServisFirst, First US growing

2024-04-30

Business Journals

Magic City Newsmakers: Regions Bank, Culinary Dropout, Chick-fil-A

2024-04-28

Business Wire

More Convenience. More Flexibility. Regions Bank Launches Visa Commercial Pay Mobile for Corporate Banking Clients

2024-04-24

Company data provided by crunchbase