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Regions Bank · 3 hours ago

Philanthropic Trust Advisor - JD

Orlando, FL

Full-time

Onsite

Mid, Senior Level

$94K/yr - $116K/yr

6+ years exp

Regions Bank is committed to offering a career-driven environment where associates can thrive. The Philanthropic Trust Advisor will advise individuals, families, and institutions on achieving their charitable missions while managing complex client relationships and generating new business opportunities.

BankingInsurance

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

Qualification

Trust experienceSales techniquesAnalytical skillsJuris Doctor (JD)Master of Business Administration (MBA)Microsoft Office proficiencyAdvanced communicationPresentation skillsOrganizational skills

Required

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

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.)

Preferred

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

Benefits

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

Company

Regions Bank

Glassdoor3.6

Regions Financial Corporation is a member of the S&P 500 Index and is one of the nation’s largest full-service providers of consumer and commercial banking, wealth management, and mortgage products and services.

Founded in 1971

Memphis, Tennessee, USA

10001+ employees