Remote Institutional Trust Officer II

Habitat For Humanity Of Durham; United States; A distancia; USD 64.000 - 106.000; Jornada completa

Descripción de la vacante

PNC is seeking an Institutional Trust Officer II within Institutional Asset Management. The role serves as day-to-day contact for administrative needs of trust or retirement plans, handling reviews, fiduciary issues, and transaction processing.

Remote work may be available in select locations, with occasional in-office requirements. Responsibilities include client communications, risk management, and identifying process improvements; building relationships with clients, beneficiaries, and

Formación

• University/college degree with 3+ years of relevant industry experience.
• Certifications are often desired.
• In lieu of a degree, a comparable combination of education, job specific certification(s), and experience may be considered.

Responsabilidades

• Services clients through the execution of the terms of any document in which PNC serves as trustee, executor, agent, or custodian. Administers more complex accounts and ensures compliance with all legal and fiduciary regulations, and policies and procedures.
• Delivers the full breadth of client services in order to grow the business and assure the highest level of client experience. Administers assigned accounts in accordance with documents, state and federal regulations, policy and procedure.
• Handles risk management and the resolution of legal and compliance-related issues for assigned accounts. Communicates with clients and business partners, solves problems and escalates anticipated or known client issues/concerns. Responsible for identifying continuous process improvement.
• Maintains and retains assets under management or under administration, by educating clients on available tools and resources through working with clients, beneficiaries and gatekeepers. Meets regularly with clients both on and/or off bank premises to maintain relationships. Identifies client needs and refers to partners for other bank products and services as sales opportunities. Cultivates a referral network through client relationships.
• Works with partners in support of customer communications, technology needs, or presentations and introduces team members to meet client needs for assigned accounts. Prepares and presents appropriate material for management or committee review.

Conocimientos

Asset Management

Client Relationship Building

Consumer Lending

Credit Risk Analysis

Financial Operations

General Ledger

Process Improvements

Educación

Bachelors

Descripción del empleo

PNC is seeking an Institutional Trust Officer II within Institutional Asset Management. The role serves as day-to-day contact for administrative needs of trust or retirement plans, handling reviews, fiduciary issues, and transaction processing.

Remote work may be available in select locations, with occasional in-office requirements. Responsibilities include client communications, risk management, and identifying process improvements; building relationships with clients, beneficiaries, and