Philanthropic Solutions Advisor

Regions Bank • Mobile, AL

3d • Onsite

About The Position

At Regions, the Philanthropic Solutions Advisor advises individuals, families, and institutions in achieving their charitable missions. The role acquires clients and retains and develops relationships and associated revenue for a portfolio of charitable and nonprofit accounts. The Advisor oversees client relationships, provides service and expertise, pursues prudent revenue growth, and works within applicable policies, regulations, and governing documents. The position is based at the RSA Battle House Tower in Mobile, Alabama. It is full-time and exempt from Fair Labor Standards Act timekeeping requirements; the posting states it is not eligible for overtime pay. Although the posting says the position is incentive eligible, its compensation details later state that the job is not incentive eligible.

Requirements

• Bachelor's degree and three years of Trust or related experience; experience in Endowments, Foundations, or Charitable Giving is preferred; or high school diploma or GED and seven years of Trust or related experience, preferably in Endowments, Foundations, or Charitable Giving.
• Proficiency in Microsoft Office, including Excel, Word, PowerPoint, and Outlook.
• Proven sales ability and knowledge of effective sales techniques.
• Strong analytical and problem-solving skills, including attention to detail.
• Ability to communicate complicated issues and topics to a diverse group.
• Strong oral, written, and organizational skills.
• Strong presentation and sales skills.

Nice To Haves

• Experience in Endowments, Foundations, or Charitable Giving.
• Juris Doctor (JD); this role is not authorized to practice law on behalf of Regions Bank.
• Master of Business Administration (MBA).
• Advanced degree.

Responsibilities

• Understand clients' objectives and identify and provide alternatives to appropriate stakeholders to retain and grow relationships.
• Develop internal and external relationships with existing and new centers of influence.
• Prospect and develop internal and external business networks to generate new business opportunities and participate in sales presentations.
• Determine the financial viability and associated risks of client business.
• Oversee client relationships and provide exceptional service, following issues through to resolution, meeting deadlines, and anticipating strategic client needs, opportunities, and risks.
• Retain existing client relationships while maintaining a focus on prudent revenue growth.
• Achieve assigned sales and retention goals.
• Understand client financial goals and objectives and provide Regions-based solutions and expertise.
• Participate in client-facing sales presentations and the generation of new business opportunities.
• Serve as a subject matter expert on charitable and nonprofit community issues, opportunities, and trends, and potentially collaborate on white papers.
• Keep abreast of the charitable and nonprofit industry, which may include local involvement in organizations.
• Develop knowledge of Regions' products and services, as well as a general understanding of Corporate Banking and Wealth businesses.
• Perform duties in compliance with policies and procedures, applicable external regulations, and Regions' capacity as outlined in governing documents.

Benefits

• Paid vacation and sick time
• 401(k) 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level