Wealth Management Relationship Team Administrator

Regions Bank • Tampa, FL

3d

About The Position

At Regions, the Wealth Management Relationship Team Administrator (RTA) - Safe Act will lead the area’s Wealth and Trust Assistants to ensure quality service to both internal partners and clients. The RTA will have direct management responsibility for assistant staff and may also directly support members of the advisor team. Primary Responsibilities Provides leadership, coaching, and training to support specialists, serving as the dedicated subject matter expert on policies and procedures for business group systems and transactions Understands client needs and identifies opportunities to improve and resolve client service issues Coaches associates to identify expansion opportunities within existing relationships and/or identifies knowledge gaps Distributes pertinent information to the assistant team, ensuring consistency across the Wealth Management function Assists relationship teams with resolving complex client issues Completes and processes administrative documents for the department (Human Resources (HR) forms, Corrective Action Requests (CARS), ad hoc management reporting, and other various reports) Monitors departmental compliance training Monitors risk and compliance on various client transaction activity Facilitates new associate onboarding and training for Wealth Management associates Supports Wealth Management Leaders, as needed, with other administrative duties such as the onboarding of new associates, complex reporting and other duties as assigned Travels, as needed, to support the assigned area market May perform general management duties, in partnership with business leadership and Human Resources, exercising usual authority concerning staffing, performance evaluations, promotions, and terminations This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to https://fedregistry.nationwidelicensingsystem.org for more information.

Requirements

• High School Diploma or GED
• Five (5) years of experience in a related field

Nice To Haves

• Bachelor's degree or Technical School Certification
• Ability to manage multiple goals and deadlines simultaneously
• Excellent verbal and written communication skills
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
• Strong analytical and problem-solving skills, including attention to detail
• Strong organizational skills

Responsibilities

• Provides leadership, coaching, and training to support specialists, serving as the dedicated subject matter expert on policies and procedures for business group systems and transactions
• Understands client needs and identifies opportunities to improve and resolve client service issues
• Coaches associates to identify expansion opportunities within existing relationships and/or identifies knowledge gaps
• Distributes pertinent information to the assistant team, ensuring consistency across the Wealth Management function
• Assists relationship teams with resolving complex client issues
• Completes and processes administrative documents for the department (Human Resources (HR) forms, Corrective Action Requests (CARS), ad hoc management reporting, and other various reports)
• Monitors departmental compliance training
• Monitors risk and compliance on various client transaction activity
• Facilitates new associate onboarding and training for Wealth Management associates
• Supports Wealth Management Leaders, as needed, with other administrative duties such as the onboarding of new associates, complex reporting and other duties as assigned
• Travels, as needed, to support the assigned area market
• May perform general management duties, in partnership with business leadership and Human Resources, exercising usual authority concerning staffing, performance evaluations, promotions, and terminations

Benefits

• Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates.
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED