Investment Services Relationship Team Administrator

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 Investment Services Relationship Team Administrator (RTA) leads the area’s Wealth Relationship Specialists, Trust Relationship Specialists, or Sales Assistants to ensure quality service to internal partners and clients. This role has direct management responsibility for support staff and may also directly support members of the advisor team.

Primary Responsibilities

• Provides leadership, coaching, and training to Wealth Relationship Specialists, Trust Relationship Specialists, or Sales Assistants, 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 identify knowledge gaps

• Disseminates pertinent information to support team, ensuring consistency

• Assists the team with resolving complex client issues

• Completes and processes administrative documents for the department

• Monitors departmental compliance training

• Monitors risk and compliance on various client transaction activity

• Supports the business, as needed, with other administrative duties such as the onboarding of new associates, training, 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. 

Requirements

• High School Diploma or GED

• Five (5) years of experience in a related field

Preferences

• College degree or technical school certification

Skills and Competencies

• Ability to supervise and manage a team

• Ability to work well under pressure and meet deadlines

• Demonstrated leadership capabilities

• Excellent customer service skills

• Strong organizational skills

• Strong relationship-building capabilities

• Strong verbal and written communication skills

This role will lead a team of Sales Assistants within our Investment Services Group. Occasional travel will be required. Onsite expectations will be out of our office in Hoover, AL.

Highly Preferred

• High School Diploma or GED with five (5) years of bank brokerage experience
• Or Bachelor’s degree in a related field with one (1) year of bank brokerage experience
• Financial Industry Regulatory Authority (FINRA) Series 7, 63, and 65 or 66 (1 year to achieve)
• Life Insurance License (1 year to achieve)

Position Type

Full time

Compensation 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:

$61,588.45 USD

Median:

$82,780.00 USD

Incentive Pay Plans:

This job may participate in an annual discretionary bonus plan.

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 Details

Riverchase Complex North Building

Location:

Hoover, Alabama

Equal 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.