Philanthropic Solutions Advisor

Regions Financial Corporation; Mobile (AL); On-site; USD 64,000 - 78,000; Full time

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

Volunteer Program

Job summary

Regions Financial Corporation in Mobile, Alabama is seeking a Philanthropic Solutions Advisor to acquire, retain, and grow relationships with charitable and non-profit clients. You will collaborate with COIs, present solutions, and help expand Regions’ charitable services.

The role emphasizes understanding client goals, providing Regions-based solutions, and achieving sales and retention targets in a full-time capacity in a regulated environment.

Qualifications

• 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) preferred; MBA or advanced degree may be considered

Responsibilities

• Understands clients' objectives and identifies alternatives to retain and grow relationships
• Develops internal and external relationships with existing and new centers-of-influence (COIs)
• Prospects and develops internal and external networks for generating new business opportunities and sales presentations
• Determines the financial viability and associated risks of client business
• Oversees and provides exceptional service for client relationships, meeting deadlines, and anticipating needs
• Retains existing client relationships with prudent revenue growth
• Achieves assigned sales and retention goals
• Understands client financial goals and provides Regions-based solutions
• Participates in client-facing sales presentations and generation of new business opportunities
• Serves as a subject matter expert on charitable and non-profit issues and trends

Skills

Microsoft Office

Sales ability

Analytical skills

Communication skills

Presentation skills

Organizational skills

Education

Bachelor's degree with three years in Trust or related experience

High School Diploma or GED with seven years in Trust or related experience

Job description

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

• Understandsclients' 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
• Understandsclient 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.

Requirements

• 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

Preferences

• 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

Skills and Competencies

• 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

Position Type

Full time

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target:

Minimum: $71,228.77 USD

Median: $95,095.00 USD

Incentive Pay Plans: This job is not incentive eligible.

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that 'one size does not fit all' for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

• 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

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.

https://www.regions.com/about-regions/welcome-portal/benefits

Location Details

RSA Battle House Tower

Location:

Mobile, Alabama

Equal Opportunity Employer/including Disabled/Veterans

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.