Corporate Trust Business Development Officer

Regions Financial

Montgomery (AL)

On-site

USD 90,000 - 150,000

Full time

14 days+
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Benefits offered by this job

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

Job summary

Regions Financial is seeking a Corporate Trust Business Development Officer in Houston, TX to nurture and grow the corporate trust business within the market. You will assemble specialist teams, develop new prospects, and leverage existing clients to sell approved corporate trust products and services.

You will build strong internal and external relationships, drive referral activity, and aim to generate significant new fee income while participating in industry and product training.

Qualifications

  • High School Diploma or GED.
  • Seven years of related experience.

Responsibilities

  • Assembles specialist team and sells corporate trust products by developing new prospects.
  • Builds and maintains internal and external relationships.
  • Drives referral activity to other business groups.
  • Generates significant new fee income annually.
  • Attends sales and industry training as required.
  • Acquires complex client relationships to meet sales goals.
  • Provides guidance for development of complex client needs.

Skills

Sales experience
Relationship mgmt
Industry knowledge
Presentation skills
Compliance knowledge

Education

Bachelor's degree

Job description

Corporate Trust Business Development Officer (BDO)

At Regions, the Corporate Trust Business Development Officer (BDO) develops the Corporate Trust Business within the market area.

Primary Responsibilities
  • Assembles appropriate specialist team and sells approved corporate trust products and services by developing new prospects and leveraging established customers
  • Builds and maintains strong internal and external center of influence relationships
  • Owns and drives successful referral activity to other business groups
  • Generates $250‑$500K in new fee income annually
  • Attends sales, industry-related, or technical training as required
  • Consistently acquires more complex client relationships to meet new business sales goals
  • Provides guidance and solutions for the development of complex client needs
Requirements
  • High School Diploma or GED
  • Seven (7) years of related experience
Preferred Qualifications
  • Bachelor's degree
  • Effective and proven sales experience
  • Excellent oral, written, and organizational skills
  • Knowledge of compliance regulations
  • Presentation skills
  • Thorough knowledge of trust and investment products
Position Type

Full time.

Compensation

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. The role is eligible to participate in a formulaic incentive plan, with potential to earn incentives based on performance against defined metrics and goals.

Benefits
  • 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
Location

Greenway Plaza, Houston, Texas.

Equal Opportunity Employer

Our organization is committed to providing an inclusive environment that values diversity of race, color, national origin, religion, age, sexual orientation, gender identity, disability, veteran status, genetic information, and pregnancy.

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