Institutional Services Area Manager

Regions Bank

Institutional Services Area Manager at Regions, leading Trust Officers to manage trust accounts and client relationships. Focused on business development, revenue growth, and client experience.

Posted 5/2/2026full-timeJacksonville • Florida • 🇺🇸 United StatesSeniorLead💰 $153,840 - $207,186 per yearWebsite

About the role

Key responsibilities & impact

Manages assigned local Trust office(s) and the performance of the associated Trust business
Oversees new business development and retention of existing client relationships, maintaining a strong focus on prudent revenue growth
Develops and coaches team members in all relationship development and client experience efforts
Serves as the IS subject matter expert, leading the relationship development efforts for accounts that include: Retirement Plan, Investment Management Agency, Endowments/Foundations, Custody or Corporate Trust
Assigns accounts and ensures relationships are managed according to policies and procedures so satisfactory audits and service standards are met
Acts as a resource to answer questions, review documents, and negotiate fees
Maintains and strengthens internal and external relationships with existing and new centers of influence (COIs)
Manage account relationships if necessary
Ensures prudent risk management strategies are in place, and business practices comply with internal and external policies, guidelines and regulations

Requirements

What you’ll need

Bachelor's degree
Ten (10) years of Trust experience
Management experience
Ability to effectively lead and manage a team
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
Strong verbal, written, and organizational skills
Strong work ethic and self-motivation
Subject matter expert in trust principles and capital markets securities matters relating to the administration of bond issues, escrows, and custody accounts

Benefits

Comp & perks

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

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Trust experienceSales techniquesTrust principlesCapital markets securitiesBond issues administrationEscrows administrationCustody accounts administration

Soft Skills

LeadershipTeam managementRelationship developmentClient experienceOrganizational skillsSelf-motivationStrong work ethic

Certifications

Bachelor's degree