Trust Services Relationship Manager

First National Bank; Youngstown (OH); On-site; USD 75,000 - 105,000; Full time

Job summary

First National Bank (FNB) seeks a Relationship Advisor 2 in the Trust Services Group to serve as the primary contact for assigned trust and investment management clients. You will administer accounts, provide investment oversight, and identify opportunities for expanding client relationships.

Your role emphasizes delivering high-quality client service to preserve satisfaction and retention, while complying with governing instruments and applicable laws.

Qualifications

• BA or BS required.
• Minimum 5 years of job-related experience.
• CFP, CTFA or CWS licensures required.
• Experience in trust administration, taxes and investments.

Responsibilities

• Communicates with clients regarding administrative issues, investment policy and performance to retain the relationship.
• Administers various trust and investment accounts per governing instruments and laws.
• Provides investment oversight and guidance with industry updates and reviews.
• Identifies client needs with lines of business services.
• Performs ongoing projects such as account reviews and risk reports.
• Identifies opportunities to enhance client relationships and services.
• Ensures documentation compliance with laws and internal policies.
• Communicates product and service delivery channels to clients.
• Participates in community events to develop COI relationships.
• Adheres to Wealth Management Leadership Doctrine and coaching guidelines.
• Performs other duties as assigned.

Skills

Project management

Communication skills

Organizational skills

Customer service

PC proficiency

MS Word

MS Excel

MS PowerPoint

Investment knowledge

Education

BA/BS

Job description

First National Bank (FNB) seeks a Relationship Advisor 2 in the Trust Services Group to serve as the primary contact for assigned trust and investment management clients. You will administer accounts, provide investment oversight, and identify opportunities for expanding client relationships.

Your role emphasizes delivering high-quality client service to preserve satisfaction and retention, while complying with governing instruments and applicable laws.