Trust Services Relationship Advisor II

FNB Corporation; Youngstown (OH); On-site; USD 80,000 - 100,000; Full time

Job summary

F.N.B. Corporation invites a Relationship Advisor 2 to join the Trust Services Group in Youngstown, OH. The role focuses on administering trust and investment relationships, delivering high-quality client service, and driving retention across personal, corporate, and government accounts.

The advisor serves as primary contact, seeks additional opportunities, and collaborates with Wealth Management teams to enhance service delivery and client satisfaction.

Qualifications

• BA or BS required.
• 5 years of job-related experience required.
• Experience in trust administration, taxes and investments including law, procedures and portfolio management concepts.
• General knowledge of investment products and services.
• Licensure: CFP, CTFA or CWS preferred.

Responsibilities

• Communicates with clients regularly regarding administrative issues, investment policy and services to retain the relationship.
• Administers trust and investment accounts per governing instruments and laws.
• Provides investment oversight and guidance with industry updates and reviews.
• Identifies opportunities to enhance client relationships and attract new assets.
• Identifies delivery channels and coordinates with internal partners for service delivery.
• Ensures compliance with laws, policies and risk management requirements.
• Participates in community events and builds COIs with internal partners.

Skills

Project management

Communication

Organizational skills

Analytical skills

Interpersonal skills

Customer service

PC skills

Education

BA/BS

Tools

MS Word

MS Excel

MS PowerPoint

Job description

F.N.B. Corporation invites a Relationship Advisor 2 to join the Trust Services Group in Youngstown, OH. The role focuses on administering trust and investment relationships, delivering high-quality client service, and driving retention across personal, corporate, and government accounts.

The advisor serves as primary contact, seeks additional opportunities, and collaborates with Wealth Management teams to enhance service delivery and client satisfaction.