Institutional Trust Relationship Consultant

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.

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Job Description:

At Regions, the Institutional Trust Relationship Consultant retains and develops relationships and associated revenue for a group of accounts, which may include Retirement Plan, Investment Management Agency, Endowments/Foundations, Custody, and/or Funeral Cemetery Trust accounts. This position plays a key role in assisting Regions with meeting client needs, providing deeper client relationships across multiple business groups, and growing Non-Interest Revenue.

Primary Responsibilities

• 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

• Coordinates client service activities with other areas of the organization

• Understands clients' objectives and identifies and provides alternatives to appropriate stakeholders

• Develops knowledge and understanding of Regions' products and services, including retirement, investment management, endowment and foundations, funeral trust, and corporate trust in addition to demonstrating a general understanding of Corporate Banking and Wealth businesses

• Determines the financial viability and associated risks of client business

• Understands client financial goals and objectives and providing Regions based solutions and expertise

• Develops internal and external relationships with existing and new centers-of- influence (COIs)

• Participates in client facing sales presentations

• Performs duties in compliance with Corporate Policies and Procedures  and Institutional Services Program Documents and Procedures and all applicable external regulations

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

• Or High School Diploma with five (5) years of Trust or closely related experience

Preferences

• Experience in the investment, Employment Retirement Income Security Act of 1974 (ERISA), and custody industry

• Background in Institutional Trust Administration and Investments

Skills and Competencies

• Ability to effectively communicate complicated issues and topics to a diverse group

• Excellent analytical and problem-solving skills including attention to detail

• Excellent presentation skills

• Excellent verbal, written, and organizational skills

• Knowledge and general understanding of the trust industry

• Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)

Position Type

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/welcometour/benefits.rf

Location Details

Location:

Bring Your Whole Self to Work  

We have a passion for creating an inclusive environment that promotes and values diversity of race, color, national origin, religion, age, sexual orientation, gender identity, disability, veteran status, genetic information, sex, pregnancy, and many other primary and secondary dimensions that make each of us unique as individuals and provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work is the right thing to do.

OFCCP Disclosure: Equal Opportunity Employer/Disabled/Veterans