Private Wealth Management Private Lending Advisor

About the role

At Regions, the Private Wealth Management Private Lending Advisor serves as an expert on credit, banking and business transition services, providing flexibility for the most complex client’s banking and credit needs.

Position Type: Full time.

Responsibilities

• Develop creative, innovative solutions to new client financings or restructurings within acceptable credit/risk parameters both within Wealth Management and through other areas of the bank.
• Originate credit and deposit leads from existing clients and prospects and participate in new marketing initiatives.
• Act as local expert for business solutions for wealth management teams, bringing appropriate lending and capital raising to the wealth management teams.
• Serve as primary contact on credit portfolio and/or key/complex borrowing relationships.
• Demonstrate credit/risk management discipline.
• Work autonomously to support larger and/or more complex issues, clients, accounts, projects, analyses, or internal relationships.
• May be a subject matter expert for advisors with lesser experience.

Requirements

• Bachelor’s degree.
• Ten (10) years of commercial banking/wealth management experience.

Skills

• Ability to interpret and present complex topics in a concise and effective manner.
• Ability to manage multiple goals and deadlines.
• Demonstrated confidence in delivering and explaining solutions with a high degree of influence.
• Excellent oral, written and organizational skills.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint).
• Proficient presentation and sales skills.
• Strong analytical and problem‑solving skills, including attention to detail.

Pay

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. It is incentive‑eligible and requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS).

• Minimum Job Range Target: $166,102.75 USD
• Median: $208,400.00 USD
• Eligible for a formulaic incentive plan based on performance against defined metrics and goals.
• Opportunity to participate in the Long‑Term Incentive Plan.

Benefits

• Paid Vacation/Sick Time
• 401(k) 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

Location

Music Row, Nashville, Tennessee.