What are the responsibilities and job description for the Relationship Advisor - Centralized Trust Administration - Pittsburgh, PA position at F.N.B. Corporation?
Primary Office Location:
626 Washington Place. Pittsburgh, Pennsylvania. 15219.
Join our team. Make a difference - for us and for your future.
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 FNB 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, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
626 Washington Place. Pittsburgh, Pennsylvania. 15219.
Join our team. Make a difference - for us and for your future.
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 FNB 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, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
