Institutional Services Area Manager

Regions Bank•Atlanta, GA

2d•Onsite

About The Position

At Regions, the Institutional Services Area Manager directs and leads a group of Trust Officers and other team members who are responsible for setting up and administering trust accounts, retaining client relationships, and developing these relationships to their fullest potential by cross-selling financial services. This role is focused on revenue growth, business model execution, sales performance, sound risk practices and client experience.

Requirements

Bachelor's degree
Ten (10) years of Trust experience
Ability to effectively lead and manage a team
Demonstrated leadership capabilities
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
Strong verbal, written, and organizational skills
Strong work ethic and self-motivation
Subject matter expert in trust principles and capital markets securities matters relating to the administration of bond issues, escrows, and custody accounts

Nice To Haves

Advanced degree
Management experience

Responsibilities

Manages assigned local Trust office(s) and the performance of the associated Trust business
Oversees new business development and retention of existing client relationships, maintaining a strong focus on prudent revenue growth
Develops and coaches team members in all relationship development and client experience efforts
Serves as the IS subject matter expert, leading the relationship development efforts for accounts that include: Retirement Plan, Investment Management Agency, Endowments/Foundations, Custody or Corporate Trust
Assigns accounts and ensures relationships are managed according to policies and procedures so satisfactory audits and service standards are met
Acts as a resource to answer questions, review documents, and negotiate fees
Maintains and strengthens internal and external relationships with existing and new centers of influence (COIs)
Manage account relationships if necessary
Ensures prudent risk management strategies are in place, and business practices comply with internal and external policies, guidelines and regulations