Senior Trust Relationship Manager

F.N.B. Corporation; Youngstown (OH); On-site; USD 65,000 - 95,000; Full time

Job summary

F.N.B. Corporation's Trust Services Group in Youngstown, OH is seeking a Relationship Advisor 2 to deliver premier client service to FNTC clients through administration of trust and investment accounts.

The role focuses on retaining clients by providing investment oversight, guidance, and proactive relationship management across personal, corporate, non-profit or government accounts, with compliance to laws and internal policies.

Qualifications

• Minimum BA or BS required.
• Minimum 5 years of job-related experience.
• Licenses: CFP, CTFA or CWS.

Responsibilities

• Communicates with clients regularly about administrative issues, investment policy and services to retain the client relationship.
• Administers various trust and investment accounts per governing instruments and laws, complying with policies.
• Provides investment oversight and guidance with industry updates and reviews; matches client needs with services.
• Performs ongoing projects like account reviews and risk reports.
• Identifies opportunities to enhance client relationships and assets; coordinates with bank channels for service delivery.
• Ensures documentation to comply with laws and regulations pertaining to trust business and account administration.
• Participates in community and corporate events to build relationships with COIs and Internal Business Partners.
• Adheres to Leadership Doctrine and Best Practices Coaching guidelines; acts as risk manager daily.

Skills

Project management

Communication

Organizational skills

Interpersonal skills

Customer service

Computer skills

MS Word basic

MS Excel intermediate

MS PowerPoint basic

Trust/Investment knowledge

Education

BA/BS

Job description

F.N.B. Corporation's Trust Services Group in Youngstown, OH is seeking a Relationship Advisor 2 to deliver premier client service to FNTC clients through administration of trust and investment accounts.

The role focuses on retaining clients by providing investment oversight, guidance, and proactive relationship management across personal, corporate, non-profit or government accounts, with compliance to laws and internal policies.