Relationship Advisor – Trust Services Group

jobs-near-me.org

<div class="isg-job-description“>Primary Office Location:100 Federal Street. Pittsburgh, Pennsylvania. 15212.

Join our team. Make a difference – for us and for your future.

This position is responsible for serving as the primary point of contact on our team for an assigned portfolio of client relationships – with responsibility for delivering proactive outreach, exceptional service, and personalized financial guidance.

This role is responsible for developing deep client relationships, conducting regular relationship reviews, and identifying opportunities to support clients’ financial goals through planning, advice, and tailored solutions. The Relationship Advisor will collaborate with internal partners as needed, but remains accountable for ensuring a seamless, hightouch client experience and maintaining strong retention and satisfaction across their book of business.

Position Title: Relationship Advisor 2 – Trust Services Group

Business Unit: WM – FNTC

Reports to: Varies Based on Assignment

Position Overview:

This position is primarily responsible for providing the highest quality client service to First National Trust Company (FNTC) clients through the administration of various types of trust and investment management relationships within the Personal Trust Group. The incumbent seeks out additional client opportunities and serves as the primary point of contact for assigned personal, corporate, non-profit or government clients and is responsible for the overall client experience with the primary goals of client satisfaction and retention.

Primary Responsibilities:

Communicates on a regular basis with clients regarding administrative issues, investment policy and performance and services offered by FNTC for the purpose of retaining the client relationship.

Administers various trust and investment accounts in accordance with governing instruments and applicable laws while complying with internal policies and procedures.

Provides investment oversight and guidance by providing industry updates and investment reviews. Identifies and matches client needs with the lines of business services.

Performs required on-going projects such as account reviews and at risk reports.

Identifies opportunities for enhancement of client relationships by means of additional assets for existing accounts and potential new relationships. Focuses on enhanced services for client relationships by identifying all Bank channels for delivery of such services.

Secures or provides documentation necessary to comply with laws, policies and regulations pertaining to trust business and account administration.

Recommends and acts as advised to create efficiencies and enhance service delivery. Understands, differentiates and communicates the product and service delivery channels.

Actively participates in community and corporate events while developing relationships with COI’s and Internal Business Partners.

Adopts, advocates and effectively practices the guiding principles and tenets of the F.N.B. Wealth Management endorsed Leadership Doctrine and Best Practices Coaching guidelines.

Performs other related duties and projects as assigned.

All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program.

F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Minimum Level of education Required to Perform the Primary Responsibilities of this Position:

BA or BS

Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:

5

Skills Required to Perform the Primary Responsibilities of this Position:

Excellent project management skills

Excellent communication skills, both written and verbal

Excellent organizational, analytical and interpersonal skills

Excellent customer service skills

Ability to use a personal computer and job-related software

MS Word – Basic Level

MS Excel – Intermediate Level

MS PowerPoint – Basic Level

Experience in trust administration, taxes and investments including law, procedures and portfolio management concepts and general knowledge of investment products and services.

Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:

CFP, CTFA or CWS

Physical Requirements or Work Conditions Beyond Traditional Office Work:

Frequent driving (car, van, truck)

Equal Employment Opportunity (EEO):

It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

FNB will not provide sponsorship for employment-based visas for this position; only candidates who are legally authorized to work in the U.S. will be considered.

It is the policy of F.N.B. Corporation and its affiliates not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, or because he or she is an individual with a disability or disabled veteran, Armed Forces service metal veteran, recently separated veteran, or active duty wartime or campaign badge veteran. F.N.B. Corporation and its affiliates provide all applicants and employees a discrimination and harassment free workplace. Please Visit following page for important legal disclosures and information: https://www.fnb-online.com/disclosures

 

To help us track our recruitment effort, please indicate in your cover/motivation letter where (usajobvacancies.com) you saw this job posting.