Endowments & Foundations Manager

Company Name:
Regions Financial
At Regions, the Trust Area
II manages Trust Officers and other team members who are responsible for setting up and administering trust accounts, retaining client relationships, and developing these relationships to their fullest potential by cross-selling financial
Primary Responsibilities
Responsible for assigned local trust office(s) and the performance of the associated trust business
Responsible for new business development and retention of existing clients
Assigns accounts and ensures relationships are managed according to fiduciary policies and procedures so satisfactory audits and service standards are met
Responsible for recruiting, interviewing, hiring, and training of Trust Team
Acts as a resource to answer questions, review documents, negotiate fees, and approve discretionary distributions up to appropriate amounts
Effectively maintain relationships with bank partners and other centers of influence
Manages account relationships
Manages revenue between $1-$5MM.
Bachelors degree in a related field ; Juris Doctor, strongly preferred
Six (6) years of trust administration experience, or fiduciary legal experience, highly preferred in lieu of administration experience
Five (5) years
experience, required
Three (3) years
service experience with nonprofits including service as a board member
Skills and Competencies
Subject matter
in trust principles and regulatory and tax matters relating to the administration of trust accounts
Proven and effective sales techniques
Experience and skills as a coach and leader
Excellent oral, written and organizational skills
Skilled in applicable
software, e.g., Microsoft Word, Microsoft Excel, etc.
Proven ability to develop and maintain relationships internally and externally
Masters degree
Three (3) years previous management experience
Job: Wealth Management
Primary Location: Alabama-Birmingham
Schedule: Full-time
Job Posting: Feb 28, 2014, 11:35:23 AM
Req ID: 35984

Don't Be Fooled

The fraudster will send a check to the victim who has accepted a job. The check can be for multiple reasons such as signing bonus, supplies, etc. The victim will be instructed to deposit the check and use the money for any of these reasons and then instructed to send the remaining funds to the fraudster. The check will bounce and the victim is left responsible.

More Jobs

Managing Consultant - Revenue Cycle Management...
Montgomery, AL Navigant
Manager, Area Operations - Chatom
Chatom, AL American Midstream Partners
BSA/AML Operations Group Manager
Birmingham, AL Regions Financial Corporation
Relationship Manager I
Birmingham, AL Cadence Bank
Managing Consultant - Clinical Documentation I...
Montgomery, AL Navigant
Financial Analyst Associate / Estimating / Cos...
Troy, AL Lockheed Martin