Senior Trust & Wealth Relationship Advisor

First National Bank; Pittsburgh (Allegheny County); On-site; USD 85,000 - 120,000; Full time

Job summary

First National Bank in Pittsburgh seeks a Relationship Advisor 2 in Trust Services to deliver high-quality client service for personal and corporate trust relationships, manage administration, and ensure client satisfaction.

You will identify opportunities, coordinate with investment teams, and maintain compliance with governing instruments and laws, while building long-term relationships and guiding clients through complex trust processes.

Qualifications

• BA or BS degree required.
• 5 years of related experience required.
• CFP, CTFA or CWS licensure/certification preferred.

Responsibilities

• Communicates with clients regarding administrative issues, investments, and services to retain relationships.
• Administers various trust and investment accounts per governing instruments and laws.
• Provides investment oversight and updates through reviews and market information.
• Performs account reviews and at-risk reports.
• Identifies opportunities to enhance client relationships and assets across bank channels.
• Ensures documentation complies with laws, policies, and regulations.

Skills

Excellent project management skills

Excellent communication skills

Excellent organizational, analytical

Excellent customer service

Personal computer software

MS Word

MS Excel

MS PowerPoint

Investment products knowledge

Education

BA or BS

Tools

MS Word

MS Excel

MS PowerPoint

Job description

First National Bank in Pittsburgh seeks a Relationship Advisor 2 in Trust Services to deliver high-quality client service for personal and corporate trust relationships, manage administration, and ensure client satisfaction.

You will identify opportunities, coordinate with investment teams, and maintain compliance with governing instruments and laws, while building long-term relationships and guiding clients through complex trust processes.