Philanthropic Trust Advisor

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

Understands clients' objectives and identifies and provides alternatives to appropriate stakeholders to retain and grow relationships

Develops 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

Understands client financial goals and objectives and providing Regions based solutions and expertise

Participates in client facing sales presentations and generation of new business opportunities

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

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 three (3) years of Trust or related experience, preferably in Endowments, Foundations, or Charitable Giving

Or High School Diploma or GED and seven (7) 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

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

Proven sales ability and knowledge of effective sales techniques

Strong analytical and problem-solving skills including attention to detail

Strong communicator to a diverse group on complicated issues and topics

Strong oral, written, and organizational skills

Strong presentation and sales skills

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:Median:

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 Jackson Mississippi Main

Location: Jackson, Mississippi

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.