Private Wealth Management Solutions Banker

Private Wealth Management Solutions Banker

At Regions, the Private Wealth Management Solutions Banker develops and maintains a portfolio of client relationships within an assigned book of business. Rendering an exceptional level of service, this role will respond to client requests for information and assistance within appropriate level of authority, while focusing on client retention and opportunities to expand their relationship. This role is responsible for coordinating delivery of a broad range of bank products and services to mass affluent clients.

Primary Responsibilities

• Serves as the central point of contact for assigned client accounts, facilitating day to day standard to complex transactional needs including processing deposits, payments, account transfers, credit request applications, securing documentation required for loan origination and servicing or other client support transactions
• Responds to client requests for information and assists with a wide range of inquiries, within appropriate level of authority, including the processing of documentation for overdrafts and monitoring of various first line of defense risk activities
• Collaborates with internal business partners to provide a broad range of wealth products and services including financial planning, asset management, insurance and risk management services, consumer and mortgage credit, and general banking services to facilitate relationship growth and asset retention
• Enters and maintains appropriate client records in CRM tools, loan document preparation, and new account setup assistance
• Ensures clients have an annual review to assess needs, support retention and growth opportunities, and foster relationship
• Manages multiple tasks and deadlines including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and manages all elements of risk and compliance needs for the book of business, and utilizes all the tools available to continuously enhance their skill set and improve their performance

This position requires the tracking of time and is eligible for overtime hours worked in excess of 40 per week under the Fair Labor Standards Act.

This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). See https : / / fedregistry.nationwidelicensingsystem.org for more information.

Requirements

Skills and Competencies

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.

Job Range Target :

Minimum : $58,000.00 USD

Median : $72,850.00 USD

Incentive Pay Plans : This job is not incentive eligible.

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 :

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time.

Location Details

Location : Nashville, Tennessee