Corporate Trust Client Services Executive
Regions Financial Corporation, Jacksonville, Florida, United States, 32290
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 Services Client Services Executive oversees Institutional Trust or Corporate Trust client service teams responsible for advising, administering, and expanding existing client relationships.
Primary Responsibilities
Oversees client services and performance of Trust business for Institutional Services Ensures retention of existing client relationships, maintaining a strong focus on prudent revenue growth Periodically reviews assignment of accounts to ensure proper account loading and resource allocation of associates Ensures relationships are managed according to policies and procedures so satisfactory audits and service standards are met Recruits, interviews, and hires Area Managers for Institutional or Corporate Trust Acts as a resource to answer questions, review documents, and establishes fee guidelines for new business opportunities Maintains relationships with bank partners and other centers of influence Partners with Institutional Services management on identifying expansion opportunities and acquisition due diligence Engages in the budgeting and financial forecasting process Drives innovation through the development and implementation of new products and systems, enhancing efficiency and delivering value to stakeholders 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 in related field Twelve (12) years of Institutional Services or Investment Management related experience Previous experience in building, managing and leading teams Preferences
Advanced degree Six (6) years of management experience Skills and Competencies
Excellent oral, written, and organizational skills Experience and skills as a coach and leader 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 Subject matter expert in trust principles and capital markets Must have prior leadership, sales and marketing experience in corporate trust 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:
$165,270.60 USD 50th Percentile:
$223,950.00 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. Opportunity to participate in the Long Term Incentive Plan. Location
Jacksonville, Florida 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.
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Oversees client services and performance of Trust business for Institutional Services Ensures retention of existing client relationships, maintaining a strong focus on prudent revenue growth Periodically reviews assignment of accounts to ensure proper account loading and resource allocation of associates Ensures relationships are managed according to policies and procedures so satisfactory audits and service standards are met Recruits, interviews, and hires Area Managers for Institutional or Corporate Trust Acts as a resource to answer questions, review documents, and establishes fee guidelines for new business opportunities Maintains relationships with bank partners and other centers of influence Partners with Institutional Services management on identifying expansion opportunities and acquisition due diligence Engages in the budgeting and financial forecasting process Drives innovation through the development and implementation of new products and systems, enhancing efficiency and delivering value to stakeholders 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 in related field Twelve (12) years of Institutional Services or Investment Management related experience Previous experience in building, managing and leading teams Preferences
Advanced degree Six (6) years of management experience Skills and Competencies
Excellent oral, written, and organizational skills Experience and skills as a coach and leader 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 Subject matter expert in trust principles and capital markets Must have prior leadership, sales and marketing experience in corporate trust 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:
$165,270.60 USD 50th Percentile:
$223,950.00 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. Opportunity to participate in the Long Term Incentive Plan. Location
Jacksonville, Florida 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.
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