F.N.B. Corporation · 2 months ago
Relationship Advisor 3 - Trust Services Group
Hermitage, PA
Full-time
Onsite
Senior Level
7+ years expF.N.B. Corp. is a financial services company seeking a Relationship Advisor 3 for their Trust Services Group. This role is responsible for providing high-quality service to clients through the administration of trust and investment management relationships, ensuring client satisfaction and retention while actively seeking new business opportunities.
BankingFinanceFinancial Services
Responsibilities
Generates results and focuses on increasing and retaining assets, maintains a book of Tier A and B clients, contacts existing clients to maintain and improve account relationships by offering further financial planning by leveraging the Wealth Strategist and continually reviews and proactively manages client needs and objectives
Proactively seeks opportunities either through enhancement of current client accounts or acquisition of new clients
Demonstrates in depth knowledge of all WM products, positions and differentiates WM products and services against competitors and can also position and differentiate the corporation’s products and services against competitors. Fully articulates product offerings and refers to appropriate channels
Actively participates in community and corporate events while developing relationships with COI's and Internal Business Partners
Adopts, advocates and effectively practices the guiding principles and tenets of the F.N.B. Wealth Management endorsed Leadership Doctrine and Best Practices Coaching guidelines
Performs other related duties and projects as assigned
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions
Qualification
Required
BA or BS
7 years of job related experience
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in financial services and investment products and services
CFP, CTFA or CWS certification
Frequent driving (car, van, truck)
Company
F.N.B. Corporation
F.N.B. Corporation (NYSE: FNB) is a diversified financial services company headquartered in Pittsburgh, PA.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$500M2024-12-04Post Ipo Debt· $500M
1986-09-12IPO
Leadership Team
Vincent Delie
CEO
Brian Mancos
Director of Human Resources and Corporate Services
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