Relationship Advisor 3 - Trust Services Group

First National Bank of Pennsylvania; Pittsburgh (Allegheny County); On-site; USD 90,000 - 130,000; Full time

Job summary

First National Bank of Pennsylvania is seeking a Relationship Advisor 3 within the Trust Services Group. You will manage high-value client relationships across personal, corporate, non-profit, and government segments, coordinating trust and investment services to drive client satisfaction and retention.

The role requires strong communication, project management, and financial services experience, with CFP/CTFA or CWS certifications preferred.

Qualifications

• BA or BS
• 7 years of related experience
• Excellent project management, communication, organizational, analytical and interpersonal skills
• Excellent customer service skills
• Proficiency with a PC and job-related software
• MS Word - Basic Level
• MS Excel - Intermediate Level
• MS PowerPoint - Basic Level
• Experience in financial services and investment products

Responsibilities

• Manage relationships with personal, corporate, non-profit or government clients within trust and investment management
• Act as client advocate and primary contact to drive client satisfaction and retention
• Increase and retain assets by engaging clients and identifying financial planning opportunities
• Differentiate WM products and services and refer to appropriate channels
• Engage with COIs and internal partners while adhering to leadership and coaching guidelines
• Perform risk management as required by corporate policy

Job description

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 3 - 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 service to personal, corporate, non-profit or government clients through the administration of various types of trust and investment management relationships and serves as the client advocate, performs relationship and investment reviews and interfaces with clients for other Wealth Management (WM) services and solutions creating a single advisor within WM. The incumbent is the primary point of contact for assigned clients and is responsible for the overall client experience, satisfaction and retention.

Primary Responsibilities:

Generates results and focuses on increasing and retaining assets, maintains a book of Tier A and B clients, contacts existing clients to maintain and improve account relationships by offering further financial planning by leveraging the Wealth Strategist and continually reviews and proactively manages client needs and objectives.

Proactively seeks opportunities either through enhancement of current client accounts or acquisition of new clients.

Demonstrates in depth knowledge of all WM products, positions and differentiates WM products and services against competitors and can also position and differentiate the corporation's products and services against competitors. Fully articulates product offerings and refers to appropriate 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:

7

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 financial services and 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.