Regions Bank Private Wealth Assistant in Birmingham, Alabama
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 for a set period of time. You may review, modify, or update your information by visiting and logging into the careers section of the system.
At Regions, our Private Wealth Assistant will be responsible for supporting and assisting in the coordinated delivery of a broad range of bank products and services (trust, insurance, deposit, credit, mortgage, investment, etc.) to a challenging and sensitive portfolio of affluent clients.
•Support the Private Wealth management team and rendering an extraordinary high level of services to private wealth management clients
•Facilitate day to day transactional needs of the client base, including processing deposits, payments, transfers or other routine transactions
•Enter and maintain appropriate client records, loan document preparation and assistance
•Respond to client requests for information and assistance within appropriate level of authority
•Support the sales effort by scheduling appointments, making follow up telephone calls, and preparing and maintaining client marketing materials
This position is incentive eligible.
This position requires the tracking of time and is eligible for overtime under the non-exempt FLSA classification for hours worked in excess of 40 per week.
•High school diploma or equivalent
This position requires registration with the national Mortgage Licensing System and Registry (NMLS). Please refer to (http://mortgage.nationwidelicensing.org) for more information.
Skills and Competencies
•Accurate typing, spelling and grammar
•Proficient in applicable computer software systems to include word processing, databases and spreadsheets
•Skilled in developing correspondence from notes or instructions
•Excellent written and oral communication skills
•Excellent organizational and customer service skills
•Good analytical and problem solving skills, including attention to detail
•Bachelors degree in a business related field or equivalent
•3+ years private wealth administrative experience or equivalent
•Solid understanding of private wealth processes
At Regions, our culture focuses on five core values that are a commitment to how we will do business:
Put people first
Do what is right
Focus on your customer
Through these values, our mission to make life better drives our desire to improve and make a positive difference in the communities where we work and live through financial investments and volunteering.