Regions Bank · 1 day ago
Corporate Trust Client Services Executive
Charlotte, NC
Full-time
Onsite
Director/Executive
$165K/yr - $224K/yr
12+ years expRegions Bank is dedicated to offering performance-driven individuals a place to build a career. The Corporate Trust Client Services Executive oversees client service teams responsible for advising, administering, and expanding existing client relationships within Institutional Trust or Corporate Trust.
BankingInsurance
Responsibilities
Oversees client services and performance of Trust business for Institutional Services
Ensures retention of existing client relationships, maintaining a strong focus on prudent revenue growth
Periodically reviews assignment of accounts to ensure proper account loading and resource allocation of associates
Ensures relationships are managed according to policies and procedures so satisfactory audits and service standards are met
Recruits, interviews, and hires Area Managers for Institutional or Corporate Trust
Acts as a resource to answer questions, review documents, and establishes fee guidelines for new business opportunities
Maintains relationships with bank partners and other centers of influence
Partners with Institutional Services management on identifying expansion opportunities and acquisition due diligence
Engages in the budgeting and financial forecasting process
Drives innovation through the development and implementation of new products and systems, enhancing efficiency and delivering value to stakeholders
Qualification
Required
Bachelor's degree in related field
Twelve (12) years of Institutional Services or Investment Management related experience
Previous experience in building, managing and leading teams
Excellent oral, written, and organizational skills
Experience and skills as a coach and leader
Proven ability to develop and maintain relationships internally and externally
Proven and effective sales techniques
Skilled in applicable computer software, e.g., Microsoft Word, Microsoft Excel, etc. and Corporate Trust related systems
Subject matter expert in trust principles and capital markets
Must have prior leadership, sales and marketing experience in corporate trust
Preferred
Advanced degree
Six (6) years of management experience
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
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.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-04-06Acquired
Leadership Team
Brian Happel
Executive Vice President and Fort Worth Market CEO
Daniel Hobbs
Executive Vice President, Head of Corporate Finance and Business Lines CFO
Recent News
2024-04-30
Business Journals
2024-04-28
Company data provided by crunchbase