Regions Bank
Institutional Trust Relationship Consultant
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Job Description
- Req#: R94538
Employer Industry: Financial Services
Why consider this job opportunity:
- Incentive pay eligibility based on performance against defined metrics and goals
- Comprehensive benefits package including medical, dental, vision, and 401K with company match
- Paid vacation and sick time, along with parental leave
- Opportunity for career advancement and the chance to lead projects or supervise junior staff
- Work in a dynamic environment that promotes professional growth and relationship building
What to Expect (Job Responsibilities):
- Oversee and provide exceptional service for client relationships, ensuring issues are resolved and client needs are anticipated
- Coordinate client service activities across various areas of the organization
- Administer complex transactions and demonstrate a thorough understanding of client objectives
- Develop internal and external relationships with existing and new centers-of-influence (COIs)
- Lead client pre-call planning meetings and participate in sales presentations
What is Required (Qualifications):
- Bachelor's degree with five (5) years of Trust or related experience, or a High School Diploma with seven (7) years of Trust or closely related experience
- Extensive knowledge and understanding of the trust industry
- Proven sales ability and knowledge of effective sales techniques
- Excellent verbal, written, and organizational skills
- Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)
How to Stand Out (Preferred Qualifications):
- Background in Institutional Trust Administration and Investments
- Experience in the investment, Employment Retirement Income Security Act of 1974 (ERISA), and custody industry
#FinancialServices #ClientRelations #CareerOpportunity #IncentivePay #ProfessionalGrowth
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We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.About the company
Regions Financial Corporation is a bank holding company headquartered in the Regions Center in Birmingham, Alabama.
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