Relationship Associate 1

FNB Corporation; Pittsburgh, Northern (Allegheny County, KY); Hybrid; USD 40,000 - 52,000; Full time

Job summary

F.N.B. Corporation is seeking a Relationship Associate 1 to support Financial Advisors in Pittsburgh, handling routine transactions and client servicing with professional conduct.

The role emphasizes accurate documentation, timely processing, and proactive client contact to expand wallet share and retention.

Qualifications

• High School diploma or GED required.
• Strong communication and client service skills.
• Proficient in MS Word and Excel; PowerPoint basics.
• Familiarity with banking processes preferred.

Responsibilities

• Assist Financial Advisors in opening and servicing client accounts.
• Submit documentation for processing and sales review.
• Maintain records for all transactions and client files.
• Initiate Redtail Workflow to confirm transactions are complete.
• Interact with customers and resolve service issues.
• Support branch revenue tracking and fund movement as directed.

Skills

Excellent project management

Excellent communication

Organizational skills

Interpersonal skills

Customer service

MS Word - Intermed

MS Excel - Intermed

MS PowerPoint - Basic

Education

High School or GED

Tools

Life/Health license

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 Associate 1

Business Unit: WM - FNIS

Reports to: Varies Based On Assignment

Position Overview: This position is primarily responsible for assisting the Financial Advisors in the establishment and maintenance of accounts and client relationships. The incumbent, within their level of experience and licensing, handles routine transactions and account servicing while supporting the assigned Financial Advisors. The incumbent provides the highest quality of service to every customer.

Primary Responsibilities

• Reviews documentation for new account and existing account servicing transactions for completeness and accuracy.
• Submits documentation for processing and sales review.
• Maintains appropriate records required for all transactions.
• Initiates Redtail Workflow to follow through to confirm all elements of a transaction are successfully implemented in a timely manner.
• Interacts independently with customers.
• Works independently within the scope of authority, insurance licensing, and abilities to resolve account maintenance and client service issues.
• At the Financial Advisor's discretion and direction, may enter client orders on broker dealer and clearing firm systems.
• Assists Financial Advisor(s) with coordination of business plan elements.
• Responsible for the execution of proactive, consistent client contact process to provide the FA(s) opportunities to identify options to expand wallet share and sustain a high level of client retention.
• Completes all required continuing education such as Bank, Broker/Dealer and State Insurance Department on time to keep all licenses and Broker/Dealer status current.
• Regularly reviews appropriate reporting systems (Items for Attention, Submitted Business, Pinpoint, etc.) to identify transaction and account processing issues and other service related items.
• Enters branch revenue crediting based on information received from the FA.
• At FA(s) direction, responsible for initiating and monitoring the movement of funds through the FNB IS Settlement account to fund investments in a timely manner.
• At FA(s) discretion, may assist with updating branch referrals.
• Creates and maintains client files and records.
• CSR is responsible for administration of the FA's Redtail records to ensure client information, segmentation ratings and branch assignments are current.
• 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.
• 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:

High School or GED

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

0

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 - Intermediate Level
• MS Excel - Intermediate Level
• MS PowerPoint - Basic Level
• Associates preferred.
• Knowledge of banking processes and procedures preferred.

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

Life/Heath state insurance license required.

Physical Requirements or Work Conditions Beyond Traditional Office Work:

N/A

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.

Why Join Us

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.