Corporate Trust Client Services Executive
About The Position
At Regions, the Institutional Services Client Services Executive oversees Institutional Trust or Corporate Trust client service teams responsible for advising, administering, and expanding existing client relationships. Primary 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. 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 in related field
- Twelve (12) years of Institutional Services or Investment Management related experience
- Previous experience in building, managing and leading teams
Nice To Haves
- Advanced degree
- Six (6) years of management experience
- 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
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
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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Executive
Number of Employees
5,001-10,000 employees
