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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.
nRegions 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.
nJob Description:
nAt 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.
nPrimary Responsibilities
nnnAdministers and oversees the most complex transactions and client relationships, demonstrating a thorough understanding of client objectives, and identifies and provides alternatives to appropriate stakeholders
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nnMaintains and strengthens internal and external relationships with existing and new centers-of- influence (COIs)
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nnProspects and develops internal and external business networks for the purposes of generating new business opportunities, and participating in sales presentations
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nnDetermines the financial viability and associated risks of client business
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nnOversees 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
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nnRetains existing client relationships and maintains a focus on prudent revenue growth
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nnAchieves assigned sales and retention goals
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nnDemonstrates knowledge of effective sales techniques through understanding client financial goals and objectives and proactively providing Regions based solutions and expertise
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nnLeads client pre-call planning meetings and participates in sales presentations
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nnServes as a subject matter expert on charitable and non-profit community issues, opportunities, trends, and may collaborate on white papers
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nnKeeps abreast of the charitable and non-profit industry which may include local involvement in organizations
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nnDevelops knowledge and understanding of Regions' products and services in addition to a general understanding of Corporate Banking and Wealth businesses
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nnPerforms duties in compliance with policies and procedures, all applicable external regulations, and in accordance with Regions' capacity as outlined in governing documents
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nnConsistently generates new business opportunities
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nnMay lead projects and/or supervise junior level staff, serving as a leader or mentor
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n nThis position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay.
nThis position is incentive eligible.
nRequirements
nnnBachelor's degree with six (6) years of Trust or related experience, preferably in Endowments, Foundations, or Charitable Giving
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nnOr High School Diploma or GED and ten (10) years of Trust or related experience, preferably in Endowments, Foundations, or Charitable Giving
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n nPreferences
nnnJuris Doctor (JD), however this position will not be authorized to practice law on behalf of Regions Bank
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nnMaster of Business Administration (MBA)
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nnAdvanced degree
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n nSkills and Competencies
nnnAdvanced analytical and problem-solving skills including attention to detail
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nnAdvanced communicator to a diverse group on complicated issues and topics
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nnAdvanced presentation and sales skills
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nnAdvanced oral, written, and organizational skills
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nnAdvanced sales ability and knowledge of effective sales techniques
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nnProficient in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)
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n nThis position may be filled at a higher level depending on the candidate's qualifications and relevant experience.
nPosition Type
nFull time
nCompensation Details
nPay 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.
nThe target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
nJob Range Target:
nMinimum:
n$95,510.25 USD
nMedian:
n$117,470.00 USD
nIncentive Pay Plans:
nThis job is not incentive eligible.Opportunity to participate in the Long Term Incentive Plan.
nBenefits Information
nRegions 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.
nnnPaid Vacation/Sick Time
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nn401K with Company Match
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nnMedical, Dental and Vision Benefits
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nnDisability Benefits
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nnHealth Savings Account
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nnFlexible Spending Account
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nnLife Insurance
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nnParental Leave
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nnEmployee Assistance Program
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nnAssociate Volunteer Program
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n nPlease 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.
n nLocation Details
nMusic Row
nLocation:
nNashville, Tennessee
nEqual Opportunity Employer/including Disabled/Veterans
nJob 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.
Worksite address
nashville, TN, 37247, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.