VP, Real Estate Banking Deal Strategist
About The Position
At Regions, the Real Estate Banking Strategist assists senior coverage bankers in delivering and executing the full spectrum of banking products to Real Estate Banking clients and prospects. The position coordinates activities involving quote sheets, client pitches, engagements, and group projects centered on company analysis and internal reporting. Strategists work within the Income Property and Homebuilder Finance client coverage and origination groups for Regions Bank. The role provides high-level leadership and execution support to senior bankers, including generating ideas, overseeing financial analyses, developing financial models, conducting profitability analyses, and executing client recommendations. It also provides leadership and training for a team of analysts and associates, accountability for selected client relationships and prospecting opportunities, and comprehensive company and industry research to develop strategic ideas and advice. The strategist contributes to client and prospect materials, participates in client and planning meetings and product partner meetings, and collaborates with colleagues and product partners. The role may manage a small portfolio of client relationships and requires managing multiple projects individually and as part of a team. This is a full-time, incentive-eligible position based in Charlotte, North Carolina. It is exempt from Fair Labor Standards Act timekeeping requirements and is not eligible for overtime pay. The position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.
Requirements
- Bachelor’s degree with a proven record of high achievement.
- Five years of real estate banking experience or equivalent experience in the industry vertical.
- Advanced knowledge of traditional banking and Real Estate Capital Markets products.
- Advanced Microsoft Excel, PowerPoint, and Word skills.
- Energetic, creative self-starter willing to work long hours and successfully manage significant, multiple responsibilities.
- Strong interpersonal skills and demonstrated ability to build relationships.
- Strong personal accountability and results orientation in a collaborative team environment.
Nice To Haves
- Master of Business Administration (MBA).
- Prior real estate corporate lending experience and credit training.
Responsibilities
- Provide high-level leadership and execution support to senior bankers by generating ideas, overseeing financial analyses, developing financial models, conducting profitability analyses, and executing recommendations for clients and prospective clients.
- Provide leadership and training while managing a team of analysts and associates.
- Maintain accountability for selected client relationships and prospecting opportunities.
- Conduct comprehensive, in-depth company and industry research to generate strategic ideas and advice for clients and prospects.
- Contribute to client- and prospect-related materials, including quote sheets, pitches, proposals, marketing materials, offering documents, and analyses.
- Participate in client meetings, client planning sessions, and weekly product partner meetings.
- Communicate and collaborate with team members and product partners within the firm.
- Manage multiple projects effectively, both independently and as part of a team.
- May manage a small portfolio of client relationships.
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
- Discretionary incentive plan
- Opportunity to participate in the Long Term Incentive Plan
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What This Job Offers
Job Type
Full-time
Career Level
Senior
