Regions Bank Private Wealth Assistant in Indianapolis, Indiana
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 assists 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. The Private Wealth Assistant will be responsible for supporting a Private Wealth management team and rendering an extraordinary high level of services to private wealth management clients.
Facilitates day to day standard transactional needs of the client base, including processing deposits, payments, transfers or other routine transactions
Enters and maintains appropriate client records, loan document preparation and assistance
Responds to client requests for information and assists with general inquiries, within appropriate level of authority
Supports sales efforts by scheduling appointments, making follow up telephone calls, and preparing and maintaining client marketing materials
Collaborates with private wealth management and sales team to ensure client needs are fulfilled and promote business development opportunities
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.
This position requires registration with the national Mortgage Licensing System and Registry (NMLS). Please refer to (http://mortgage.nationwidelicensing.org) for more information.
High school diploma or equivalent
At least three (3) years private wealth administrative or related experience
Bachelors degree in a business related field
Solid understanding of private wealth processes
Skills and Competencies:
Accurate in 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
This position may be filled at a higher level, depending upon experience
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.