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.

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

Preferences

• Bachelor's degree or Technical School Certification

Skills and Competencies

• 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

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

50th Percentile:

$82,780.00 USD

Incentive Pay Plans:

This job may participate in an annual discretionary bonus plan.

Location:

Tampa, Florida

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.