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 for a set period of time. You may review, modify, or update your information by visiting and logging into the careers section of the system.
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
• 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
• Demonstrates solid knowledge and understanding of Regions’ products and services, including retirement, investment management, endowment & 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
• Demonstrates knowledge of effective sales techniques through understanding client financial goals and objectives and proactively providing Regions based solutions and expertise
• Partners with leadership and strategists to expand existing relationships
• Develops internal and external relationships with existing and new centers-of- influence (COIs)
• Leads client pre-call planning meetings and participates in sales presentations
• Performs duties in compliance with Corporate Policies and Procedures and all applicable external regulations
• May lead projects and/or supervise junior level staff
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
• High school diploma with seven (7) years of Trust experience or Bachelor's degree with five (5) years of Trust or related experience
Preferences
• Background in Institutional Trust Administration and Investments
• Experience in the investment, ERISA, and custody industry
Skills and Competencies
• Extensive knowledge and understanding of the trust industry
• Excellent oral, written, and organizational skills
• Skilled in applicable computer software, e.g., Microsoft Word, Microsoft Excel, etc.
• Excellent presentation skills
• Excellent analytical and problem-solving skills including attention to detail
• Strong sales ability
• Ability to communicate to a diverse group on complicated issues and topics
Position Type
Full time Location Details Admin Center - Tampa Location: Tampa, Florida
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
Job Type: Full time