Senior Relationship Advisor, Wealth & Trust Services

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

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.