Philanthropic Trust Advisor
Regions Bank
- Birmingham, AL
- Permanent
- Full-time
- 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
- Bachelor's Degree with three (3) years of Trust or related experience, preferably in Endowments, Foundations, or Charitable Giving
- Advanced degree, e.g. Juris Doctorate (JD) or Master of Business Administration (MBA)
- Strong communicator to a diverse group on complicated issues and topics
- Strong analytical and problem-solving skills including attention to detail
- Strong oral, written, and organizational skills
- Strong presentation and sales skills
- Proven sales ability and knowledge of effective sales techniques
- Proficient in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)
- 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