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 Services Area Manager directs and leads a group of Trust Officers and other team members who are responsible for setting up and administering trust accounts, retaining client relationships, and developing these relationships to their fullest potential by cross-selling financial services.This role is focused on revenue growth, business model execution, sales performance, sound risk practices and client experience.
Primary Responsibilities
Manages assigned local Trust office(s) and the performance of the associated Trust business
Oversees new business development and retention of existing client relationships, maintaining a strong focus on prudent revenue growth
Develops and coaches team members in all relationship development and client experience efforts
Serves as the IS subject matter expert, leading the relationship development efforts for accounts that include: Retirement Plan, Investment Management Agency, Endowments/Foundations, Custody or Corporate Trust
Assigns accounts and ensures relationships are managed according to policies and procedures so satisfactory audits and service standards are met
Acts as a resource to answer questions, review documents, and negotiate fees
Maintains and strengthens internal and external relationships with existing and new centers of influence (COIs)
May also manage account relationships
Ensures prudent risk management strategies are in place, and business practices comply with internal and external policies, guidelines and 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
Ten (10) years of Trust experience
Preferences
Advanced degree
Management experience
Skills and Competencies
Ability to effectively lead and manage a team
Demonstrated leadership capabilities
Proven ability to develop and maintain relationships internally and externally
Proven and effective sales techniques
Skilled in applicable computer software, e.g., Microsoft Word, Microsoft Excel, etc. and Corporate Trust related systems
Strong verbal, written, and organizational skills
Strong work ethic and self-motivation
Subject matter expert in trust principles and capital markets securities matters relating to the administration of bond issues, escrows, and custody accounts
Position Type
Full time
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.
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.
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.
