Institutional Services Area Manager
Regions Bank•Jacksonville, FL
•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
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
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What This Job Offers
Job Type
Full-time
Career Level
Manager
