Private Wealth Management Relationship Specialist

Regions Bank

. Assist in the coordinated delivery of bank products and services including trust, insurance, deposits, credit, mortgage, and investment products to affluent clients .

Posted 10/21/2026full-timeMelbourne • Florida • United StatesJuniorMid-Level💰 $44,413 - $54,407 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Wealth Management processes and client support, with a strong focus on relationship building and organizational skills. Proficient in managing client transactions and documentation while ensuring compliance with regulatory standards.

Highest-signal resume keywords

Wealth Management ProcessesCustomer Relationship Management (CRM)Microsoft Office SuiteNMLS RegistrationClient Support Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client TransactionsLoan Closing Document PreparationAnalytical SkillsProblem-Solving SkillsAttention to Detail

Soft Skills

Collaboration SkillsRelationship Building SkillsOrganizational SkillsCustomer Service SkillsVerbal Communication Skills

Certifications & Qualifications

NMLS Registration

Industry Keywords

Bank ProductsTrust Support AdministrationPrivate Wealth AdministrationClient Marketing MaterialsFair Labor Standards Act

About the role

Key responsibilities & impact

Assist in the coordinated delivery of bank products and services including trust, insurance, deposits, credit, mortgage, and investment products to affluent clients
Support sales efforts by assisting with appointment scheduling information, making follow-up telephone calls, and preparing and maintaining client marketing materials
Facilitate day-to-day basic client transactions, including deposits, payments, transfers, and other routine transactions
Enter and maintain client records in Customer Relationship Management (CRM) tools
Handle loan closing document preparation and assistance
Respond to client information requests and assist with basic inquiries within the appropriate level of authority
Process documentation for overdrafts
Monitor various first line of defense risk activities
Track time and work eligible overtime hours exceeding 40 per week under the Fair Labor Standards Act

Requirements

What you’ll need

Bachelor's degree OR High School Diploma or GED and two (2) years general banking, paralegal, or client support experience
Registration with the Nationwide Mortgage Licensing System and Registry (NMLS)
Bachelor's degree in a business related field preferred
One (1) year of Private Wealth administration, Trust Support administration, or related experience preferred
Fundamental understanding of Wealth Management processes
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, etc.)
Proven analytical and problem-solving skills, including strong attention to detail
Strong collaboration and relationship building skills
Strong organizational and customer service skills
Strong verbal and written communication skills

Benefits

Comp & perks

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