Philanthropic Trust Advisor - JD

Regions Bank-posted 1 day ago

Full-time • Mid Level

Jackson, MS

5,001-10,000 employees

Resume

Match Score

Upload and Match ResumeTrack Jobs with Teal

At Regions, the Philanthropic Solutions (PS) Advisor advises individuals, families and institutions to achieve their charitable mission. The PS Advisor acquires clients, retains and develops relationships and associated revenue for a group of accounts for charitable and non-profit clients.

Understands clients' objectives and identifies and provides alternatives to appropriate stakeholders to retain and grow relationships
Develops internal and external relationships with existing and new centers-of- influence (COIs)
Prospects and develops internal and external business networks for the purposes of generating new business opportunities, and participating in sales presentations
Determines the financial viability and associated risks of client business
Oversees and provides exceptional service for client relationships, including following issues through to resolution, meeting deadlines, and anticipating strategic client needs including future opportunities and risks
Retains existing client relationships and maintains a focus on prudent revenue growth
Achieves assigned sales and retention goals
Understands client financial goals and objectives and providing Regions based solutions and expertise
Participates in client facing sales presentations and generation of new business opportunities
Serves as a subject matter expert on charitable and non-profit community issues, opportunities, trends, and may collaborate on white papers
Keeps abreast of the charitable and non-profit industry which may include local involvement in organizations
Develops knowledge and understanding of Regions’ products and services in addition to a general understanding of Corporate Banking and Wealth businesses
Performs duties in compliance with policies and procedures, all applicable external regulations, and in accordance with Regions' capacity as outlined in governing documents

Bachelor's degree with three (3) years of Trust or related experience, preferably in Endowments, Foundations, or Charitable Giving
Or High School Diploma or GED and seven (7) years of Trust or related experience, preferably in Endowments, Foundations, or Charitable Giving
Proficient in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)
Proven sales ability and knowledge of effective sales techniques
Strong analytical and problem-solving skills including attention to detail
Strong communicator to a diverse group on complicated issues and topics
Strong oral, written, and organizational skills
Strong presentation and sales skills

Juris Doctor (JD), however this position will not be authorized to practice law on behalf of Regions Bank
Master of Business Administration (MBA)
Advanced degree

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

Track Jobs with Teal

Job Search Resources

•

Resume Builder

•

Resume Examples

•

Cover Letter Examples

Philanthropic Trust Advisor - JD

Job Search Resources

Tools

Career Hubs

Guides

Company