Philanthropic Solutions Advisor

Regions Bank • Clayton, MO

4d

About The Position

At Regions, the Philanthropic Solutions (PS) Advisor advises individuals, families, and institutions in achieving their charitable missions. The Advisor acquires clients, retains and develops relationships, and grows associated revenue for a group of charitable and nonprofit accounts. The role may lead projects or supervise junior staff and serve as a leader or mentor. It is exempt from Fair Labor Standards Act timekeeping requirements and is not eligible for overtime pay.

The position is based in Clayton, Missouri. Regions describes its benefits package as flexible and comprehensive for benefits-eligible associates.

Requirements

• Bachelor’s degree and six years of Trust or related experience; experience in Endowments, Foundations, or Charitable Giving is preferred; or high school diploma or GED and ten years of Trust or related experience, preferably in those areas.
• Advanced analytical and problem-solving skills, including attention to detail.
• Ability to communicate advanced and complicated issues and topics to diverse groups.
• Advanced presentation and sales skills.
• Advanced oral, written, and organizational skills.
• Advanced sales ability and knowledge of effective sales techniques.
• Proficiency in Microsoft Office, including Excel, Word, PowerPoint, and Outlook.

Nice To Haves

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

Responsibilities

• Administer and oversee complex transactions and client relationships, understand client objectives, and identify and provide alternatives to appropriate stakeholders.
• Maintain and strengthen relationships with existing and new internal and external centers of influence.
• Prospect and develop business networks to generate opportunities and participate in sales presentations.
• Determine the financial viability and associated risks of client business.
• Oversee exceptional client service, resolve issues, meet deadlines, and anticipate strategic needs, opportunities, and risks.
• Retain client relationships and pursue prudent revenue growth.
• Achieve assigned sales and retention goals.
• Understand clients’ financial goals and objectives and proactively provide Regions-based solutions and expertise using effective sales techniques.
• Lead client pre-call planning meetings and participate in sales presentations.
• 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 and a general understanding of Corporate Banking and Wealth businesses.
• Perform duties in compliance with policies, procedures, applicable external regulations, and Regions’ capacity as outlined in governing documents.
• Consistently generate new business opportunities.
• May lead projects and/or supervise junior-level staff, serving as a leader or mentor.

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: Senior