Philanthropic Solutions Advisor

Regions Bank; Nashville (TN); On-site; USD 86,000 - 105,000; Full time

Benefits offered by this job

Paid Vacation/Sick Time

401K with Company Match

Medical, Dental and Vision Benefits

Life Insurance

Parental Leave

Employee Assistance Program

Job summary

Regions Bank is seeking a Philanthropic Solutions Advisor in Nashville to persuade individuals, families and institutions to advance their charitable missions. You will acquire and retain clients, manage accounts, and grow revenue in the philanthropic sector.

You will lead pre-call planning, present to clients, and serve as a subject-matter expert on charitable and nonprofit trends, while ensuring compliance and maintaining Regions’ standards.

Qualifications

• Bachelor’s degree with six years of Trust or related experience (Endowments, Foundations, Charitable Giving).
• High School Diploma or GED with ten years of Trust or related experience (Endowments, Foundations, Charitable Giving).
• JD/MBA or advanced degrees are preferred but not required.

Responsibilities

• Administers and oversees the most complex transactions and client relationships, providing alternatives to stakeholders.
• Maintains and strengthens relationships with COIs and centers-of-influence.
• Prospects and develops internal and external networks for generating new business opportunities.

Skills

Advanced analytical skills

Advanced communicator

Advanced presentation skills

Advanced sales skills

Proficient in Microsoft Office

Education

Bachelor's degree with 6 years of Trust/related experience

High School Diploma or GED with 10 years of Trust/related experience

Tools

Microsoft Office

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

• 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

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 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

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

• 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.)

This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.

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:

$95,510.25 USD

_ Median: _

$117,470.00 USD

Incentive Pay Plans:

This job is not incentive eligible.Opportunity to participate in the Long Term Incentive Plan.

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

Music Row

Location:

Nashville, Tennessee

Equal Opportunity Employer/including Disabled/Veterans