Philanthropic Solutions Advisor

Regions Bank • Little Rock, AR

7d • $67,480 - $90,090

About The Position

At Regions, the Philanthropic Solutions (PS) Advisor advises individuals, families, and institutions on achieving their charitable missions. The advisor acquires clients, retains and develops relationships, and grows associated revenue for a portfolio of charitable and nonprofit clients. The position is based at Renaissance in Ridgeland, Mississippi, is full-time, and is exempt from timekeeping under the Fair Labor Standards Act and not eligible for overtime pay.

Requirements

• Bachelor’s degree and three years of Trust or related experience, preferably in Endowments, Foundations, or Charitable Giving; or a high school diploma or GED and seven years of Trust or related experience, preferably in those areas.
• 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, organizational, presentation, and sales skills.

Nice To Haves

• Juris Doctor (JD); this position 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 and provide exceptional service for client relationships, following issues through to resolution, meeting deadlines, and anticipating strategic client needs, opportunities, and risks.
• Retain existing client relationships and maintain 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 generate 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 and understanding 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