Philanthropic Trust Advisor - JD

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 Philanthropic Solutions (PS) Advisor advises individuals, families and institutions to achieve their charitable mission. The PS Advisor acquires clients, retains and develops relationships and associated revenue for a group of accounts for charitable and non-profit clients.

Primary Responsibilities

Administers and oversees the most complex transactions and client relationships, demonstrating a thorough understanding of client objectives, and identifies and provides alternatives to appropriate stakeholders

Maintains and strengthens internal and external relationships with existing and new centers-of- influence (COIs)

Prospects and develops internal and external business networks for the purposes of generating new business opportunities, and participating in sales presentations

Determines the financial viability and associated risks of client business

Oversees and provides exceptional service for client relationships, including following issues through to resolution, meeting deadlines, and anticipating strategic client needs including future opportunities and risks

Retains existing client relationships and maintains a focus on prudent revenue growth

Achieves assigned sales and retention goals

Demonstrates knowledge of effective sales techniques through understanding client financial goals and objectives and proactively providing Regions based solutions and expertise

Leads client pre-call planning meetings and participates in sales presentations

Serves as a subject matter expert on charitable and non-profit community issues, opportunities, trends, and may collaborate on white papers

Keeps abreast of the charitable and non-profit industry which may include local involvement in organizations

Develops knowledge and understanding of Regions' products and services in addition to a general understanding of Corporate Banking and Wealth businesses

Performs duties in compliance with policies and procedures, all applicable external regulations, and in accordance with Regions' capacity as outlined in governing documents

Consistently generates new business opportunities

May lead projects and / or supervise junior level staff, serving as a leader or mentor

This position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay.

This position is incentive eligible.

Requirements

Bachelor's degree with six (6) years of Trust or related experience, preferably in Endowments, Foundations, or Charitable Giving

Or High School Diploma or GED and ten (10) years of Trust or related experience, preferably in Endowments, Foundations, or Charitable Giving

Preferences

Juris Doctor (JD), however this position will not be authorized to practice law on behalf of Regions Bank

Master of Business Administration (MBA)

Advanced degree

Skills and Competencies

Advanced analytical and problem-solving skills including attention to detail

Advanced communicator to a diverse group on complicated issues and topics

Advanced presentation and sales skills

Advanced oral, written, and organizational skills

Advanced sales ability and knowledge of effective sales techniques

Proficient in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)

This position may be filled at a higher level depending on the candidate's qualifications and relevant experience.

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 :

$94,285.40 USD

Median : $115,960.00 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, 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.

Location Details

Downtown Tampa

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.