Philanthropic Solutions Advisor

Regions Bank; Mobile (AL); On-site; USD 71,000 - 95,000; 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

Associate Volunteer Program

Job summary

Regions Bank in Mobile, Alabama seeks a Philanthropic Solutions Advisor to grow relationships with charitable and nonprofit clients, acquire new accounts and contribute to revenue targets.

You will develop internal and external networks, present Regions-based solutions, assess financial goals, and manage client programs with strong service standards. The role requires a relevant degree or equivalent experience and proven sales ability.

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.

Responsibilities

• 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

Skills

MS Office proficiency

Sales ability

Analytical thinking

Communication skills

Oral & written skills

Presentations

Education

Bachelor's degree + 3 years Trust/related exp

High School Diploma + 7 years Trust/related exp

Tools

Microsoft Excel

PowerPoint

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

• 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.

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

$71,228.77 USD

Median

$95,095.00 USD

Incentive Pay Plans

This job is not incentive eligible.

Benefits Information

• 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 Details

RSA Battle House Tower

Location

Mobile, Alabama

Equal Opportunity Employer/including Disabled/Veterans