PNC · 1 day ago
Institutional Trust Officer II
Pittsburgh, PA
Full-time
Remote
Mid Level
3+ years exp
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Responsibilities
Services Institutional Asset Management clients through the execution of the terms of any corporate assets, retirement plan or charitable and endowment document in which PNC serves as trustee or agent. Administers more complex institutional accounts and ensures compliance with all legal and fiduciary regulations, policies and procedures. Manages a diverse book of business with varying account types.
Delivers the full breadth of Institutional client services in order to grow the Institutional Asset Management business and assure the highest level of client experience. Administers assigned accounts in accordance with documents, state and federal regulations, policy and procedure.
Handles risk management and the resolution of legal and compliance-related issues for assigned accounts. Communicates with clients and business partners, solves problems and escalates anticipated or known client issues/concerns. Responsible for identifying continuous process improvement.
Maintains and retains assets under management or under administration, by educating clients on available tools and resources through working with clients, beneficiaries and gatekeepers. Meets regularly with clients both on and/or off bank premises to maintain relationships. Identifies client needs and refers to partners for other bank products and services as sales opportunities. Cultivates a referral network through client relationships.
Works with Institutional Asset Management partners in support of customer communications, technology needs, or presentations and introduces team members to meet client needs for assigned accounts. Prepares and presents appropriate material for management or committee review.
Qualification
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Required
University / college degree
3+ years of relevant / direct industry experience
Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions
Assessing and effectively managing all of the risks associated with their business objectives and activities
Preferred
Asset Management
Client Relationship Building
Consumer Lending
Credit Risk Analysis
Financial Operations
General Ledger (GL)
Process Improvements
Benefits
Medical/prescription drug coverage (with a Health Savings Account feature)
Dental and vision options
Employee and spouse/child life insurance
Short and long-term disability protection
401(k) with PNC match
Pension and stock purchase plans
Dependent care reimbursement account
Back-up child/elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select programs fully paid
A robust wellness program with financial incentives
Maternity and/or parental leave
Up to 11 paid holidays each year
8 occasional absence days each year, unless otherwise required by law
Between 15 to 25 vacation days each year, depending on career level and years of service
Company
PNC
PNC is a financial service company providing bank deposits products and services to its community.
10,001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1975-11-17IPO· nyse:PNC
Leadership Team
William Demchak
CEO, President and Director
Keith Hayes
Senior Vice President , PNC Aviation Finance
Recent News
2024-10-25
American Banker
2024-10-16
2024-10-11
Company data provided by crunchbase
