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. 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 in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.

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.

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.

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