Corporate Trust Client Services Executive

Regions Bank • Dallas, TX • 4h ago

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 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

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:

$165,270.60 USD

Median:

$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.

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. (https://www.regions.com/about-regions/benefits/benefits-eligibility) 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/about-regions/welcome-portal/benefits

Location Details

Jacksonville Florida Main

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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