Philanthropic Trust Advisor - JD

Regions Bank•Tampa, FL

About The Position

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.

Requirements

Bachelor's degree with six (6) years of Trust or related experience, preferably in Endowments, Foundations, or Charitable Giving
Or High School Diploma or GED and ten (10) years of Trust or related experience, preferably in Endowments, Foundations, or Charitable Giving
Advanced analytical and problem-solving skills including attention to detail
Advanced communicator to a diverse group on complicated issues and topics
Advanced presentation and sales skills
Advanced oral, written, and organizational skills
Advanced sales ability and knowledge of effective sales techniques
Proficient in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)

Nice To Haves

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

Responsibilities

Administers and oversees the most complex transactions and client relationships, demonstrating a thorough understanding of client objectives, and identifies and provides alternatives to appropriate stakeholders
Maintains and strengthens 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
Demonstrates knowledge of effective sales techniques through understanding client financial goals and objectives and proactively providing Regions based solutions and expertise
Leads client pre-call planning meetings and participates in sales presentations
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
Consistently generates new business opportunities
May lead projects and/or supervise junior level staff, serving as a leader or mentor