Philanthropic Trust Advisor - JD

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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

This position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay.

This position is incentive eligible.

• 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

• 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

• 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

Full time

Pay ranges are job specific and are provided as a point‑of‑market reference for compensation decisions. Other factors which directly…