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.

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

• Coordinates client service activities with other areas of the organization

• Understands clients' objectives and identifies and provides alternatives to appropriate stakeholders

• Develops knowledge and understanding of Regions’ products and services, including retirement, investment management, endowment and 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

• Understands client financial goals and objectives and providing Regions based solutions and expertise

• Develops internal and external relationships with existing and new centers-of- influence (COIs)

• Participates in client facing sales presentations

• Performs duties in compliance with Corporate Policies and Procedures and Institutional Services Program Documents and Procedures and all applicable external 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 with three (3) years of Trust or related experience

• Or High School Diploma with five (5) years of Trust or closely related experience

Preferences

• Experience in the investment, Employment Retirement Income Security Act of 1974 (ERISA), and custody industry

• Background in Institutional Trust Administration and Investments

Skills and Competencies

• Ability to effectively communicate complicated issues and topics to a diverse group

• Excellent analytical and problem-solving skills including attention to detail

• Excellent presentation skills

• Excellent verbal, written, and organizational skills

• Knowledge and general understanding of the trust industry

• Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)

This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.

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:

$78,046.32 USD

50th Percentile:

$104,206.80 USD

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.

Location:

Houston, Texas

Equal Opportunity Employer/including 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.