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Private Wealth Management Private Lending Advisor

Regions Bank

Regions Bank

Accounting & Finance
Nashville, TN, USA
Posted on Thursday, June 20, 2024

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 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.

Job Description:

At Regions, the Private Wealth Management Private Lending Advisor serves as an expert on credit, banking and business transition services, providing flexibility for the most complex client's banking and credit needs.

Primary Responsibilities

  • Develops creative, innovative solutions to new client financings or restructurings within acceptable credit/risk parameters both within Wealth Management and through other areas of the bank
  • Originates credit and deposit leads from existing clients and prospects and participates in new marketing initiatives
  • Acts as local expert for business solutions for wealth management teams, bringing appropriate lending and capital raising to the wealth management teams
  • Serves as primary contact on credit portfolio and/or key/complex borrowing relationships
  • Demonstrates credit/risk management discipline
  • May be a subject matter expert for advisors with lesser experience

  • Works under direct supervision to support smaller and/or less complex issues, clients, accounts, projects, analyses, or internal relationships

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.

This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to https://fedregistry.nationwidelicensingsystem.org for more information.

Requirements

  • Bachelor's degree and ten (10) years of commercial banking/wealth management experience
  • High School Diploma or GED and twelve (12) years of commercial banking/wealth management experience

Skills and Competencies

  • Ability to interpret and present complex topics in a concise and effective manner

  • Ability to manage multiple goals and deadlines

  • Demonstrated confidence in delivering and explaining solutions with a high degree of influence

  • Excellent oral, written and organizational skills

  • Proficiency in Microsoft Office (Word, Excel, PowerPoint)

  • Proficient presentation and sales skills

  • Strong analytical and problem-solving skills, including attention to detail

Position Type

Full time

Compensation Details

Pay 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.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target:

Minimum:

Median:

Incentive Pay Plans:

This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.

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

One Nashville Place

Location:

Nashville, Tennessee

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 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.