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 Institutional Services Relationship Consultant has the primary function of direct contact with external account holders. This position oversees the client administration and acquisition of Corporate Trust and Institutional Trust accounts.
Primary Responsibilities
- Oversees client relationships on an assigned book of trust accounts
- Prospects and develops internal and external business networks to identify opportunities to enhance the profitability of the trust book of business, when applicable
- Assists with the review of potential new business and the closure of existing accounts, which may require guidance from more senior consultants
- Manages the set-up, implementation, and administration of trusts, ensuring account administration follows fiduciary principles
- Supplies Portfolio Managers with documentation of non-standard asset reviews for Annual Investment reviews and leads the investment review exceptions process
- Facilitates the non-discretionary and discretionary distribution processes with approval authority of $25,000 or less
- Instructs the designated person or unit on the disposition of check(s) from their assigned trust accounts
- Serves as a partner to Wealth Management associates in the field, specializing in Retirement, Philanthropic Solutions, Corporate Trust, Custody, Asset Management, or Funeral Trust services
- Coordinates administrative functions with attorneys, co-trustees, investment advisors, and CPAs
- Performs duties in compliance with Corporate Policies and Procedures and Institutional Services Program Documents and Procedures and all applicable external regulations
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
Requirements
- High School Diploma and one (1) year of Trust or closely related experience
Preferences
- Bachelor's degree in a related field
- Experience in Trust Administration and Institutional/Retirement Services Administration
- Experience in Transactions including GST, 65-day elections, LLC’s and Partnerships, Decantings or Modifications, and 5/5 Powers
- Experience with Trust accounting
- Familiarity with governing/applicable laws and regulations
- Professional designations and/or certifications
Skills and Competencies
- Customer service skills
- Proficient in Microsoft Office suite
- Proficient verbal, written communication, and organizational skills
- Strong analytical and problem-solving skills
- Strong attention to detail
- Strong presentation and sales skills
This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.
Position Type
Full timeCompensation 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:
$46,703.25 USDMedian:
$63,130.00 USDIncentive Pay Plans:
This job is not incentive eligible.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.
https://www.regions.com/about-regions/welcome-portal/benefits
Location DetailsRegions CenterLocation:Birmingham, AlabamaEqual Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Skills Required
- High School Diploma
- One year of Trust or closely related experience
Regions Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Regions Bank and has not been reviewed or approved by Regions Bank.
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Retirement Support — Retirement benefits are positioned as a standout, highlighted by a competitive 401(k) match and additional retirement-related contributions. Stock options are also referenced as part of the longer-term rewards mix for some roles.
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Healthcare Strength — Healthcare coverage is characterized as comprehensive, spanning medical, dental, vision, disability, life insurance, and tax-advantaged accounts like FSAs/HSAs. Mental health support and wellness programs are also included, reinforcing breadth beyond core medical coverage.
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Leave & Time Off Breadth — Time-off benefits are described as robust, including paid time off, paid sick days, paid volunteer time, and family medical leave. These offerings are repeatedly framed as a meaningful part of the overall rewards package even when base pay is viewed as less competitive.
Regions Bank Insights
What We Do
Regions Financial Corporation (NYSE:RF), with $144 billion in assets, 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. Regions serves customers across the South, Midwest and Texas, and through its subsidiary, Regions Bank, operates approximately 1,300 banking offices and 2,000 ATMs. Regions Bank is an Equal Housing Lender and Member FDIC. Additional information about Regions and its full line of products and services can be found at www.regions.com. Our Company Mission We are Regions. And ours is a vibrant mission. Make life better. Make life better for associates. Make life better for our customers. Make life better for our communities. This is our roadmap to success. Our roadmap to create strong, consistent shareholder value. Regions' five core values guide everything we do: • Do What Is Right • Put People First • Reach Higher • Focus On Your Customer • Enjoy Life
