Philanthropic Solutions Advisor

Regions Bank · United States

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description: 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. Primary 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

• 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

• 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

• 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.)

$95,510.25 USD

$117,470.00 USD

• 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