Relationship Advisor 2 - Trust Services Group

First National Trust Company; United States; On-site; USD 70,000 - 90,000; Full time

Job summary

First National Trust Company in Pittsburgh is seeking a Relationship Advisor 2 to deliver the highest quality client service across personal, corporate, nonprofit or government accounts. You will manage trust and investment relationships and act as the primary contact for assigned clients to ensure satisfaction and retention.

Responsibilities include regular client communications about administrative issues, account reviews, investment policy, and opportunities to expand assets.

Qualifications

• BA/BS required or equivalent.
• At least 5 years of related experience.
• Familiarity with CFP, CTFA, and CWS certifications.
• Experience in trust administration, taxes and investments.
• Strong client service and relationship-building skills.

Responsibilities

• Communicates regularly with clients about administration, investments and services to retain the relationship.
• Administers trust and investment accounts per governing instruments and laws.
• Provides investment oversight and conducts reviews and updates.
• Identifies client needs and matches them with bank services.
• Conducts account reviews and at-risk reports.
• Pursues opportunities to expand assets and new relationships.
• Collaborates with internal partners to enhance service delivery.
• Ensures compliance with laws, policies, and risk management.

Skills

Project management

Communication

Organizational skills

Analytical skills

Interpersonal skills

Customer service

MS Office

Education

BA or BS

Job description

Primary Office Location:

626 Washington Place. Pittsburgh, Pennsylvania. 15219.

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, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program.
• Compliance with regulatory laws and company procedures is a required component of all position descriptions.

F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines.

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
• 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.

A culture of teamwork. A history of success. As a leading diversified financial services company, F.N.B. Corporation (FNB) offers a wide range of opportunities for individuals who want to grow their careers. The FNB team is a group of highly qualified professionals who work together to provide comprehensive financial solutions across our corporate footprint, which includes Pennsylvania, Ohio, Maryland, West Virginia, Virginia, North Carolina, and South Carolina. Our consistent recognition as a best place to work and top workplace by our own employees symbolizes the outstanding culture we represent.