Relationship Advisor 2 - Trust Services Group

First National Bank; Pittsburgh (Allegheny County); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading financial institution in Pittsburgh seeks a Relationship Advisor 2 for its Trust Services Group. The role involves providing top-tier client service through the administration of trust and investment management relationships. Candidates should have at least 5 years of experience, a Bachelor's degree, and relevant certifications such as CFP, CTFA, or CWS. This position emphasizes client satisfaction, retention, and adherence to compliance standards.

Qualifications

• Minimum 5 years of job-related experience in trust administration.
• Required certifications: CFP, CTFA or CWS.

Responsibilities

• Provide high-quality client service while administering trust and investment relationships.
• Communicate regularly with clients regarding trust issues and investment policies.
• Identify opportunities for enhancing client relationships.
• Participate in community events and develop relationships.

Skills

Project management skills

Communication skills

Organizational skills

Customer service skills

Analytical skills

Interpersonal skills

MS Word

MS Excel

MS PowerPoint

Knowledge of trust administration and investments

Education

Bachelor's degree (BA or BS)

Job description

Primary Office Location: 100 Federal Street. Pittsburgh, Pennsylvania. 15212. 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 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.