Apply on Employer Site

F.N.B. Corporation · 1 day ago

Relationship Associate

New Castle, PA

Full-time

Onsite

Mid Level

3+ years exp

F.N.B. Corporation is committed to making a difference for its clients and employees. The Relationship Associate 2 is responsible for assisting Financial Advisors in maximizing client-facing business opportunities while providing high-quality service and maintaining proactive client contact.

BankingFinanceFinancial Services

Responsibilities

Reviews documentation for new account and existing account servicing transactions for completeness and accuracy

Submits documentation for processing and sales review

Maintains appropriate records required for all transactions

Initiates Redtail Workflow to follow through to confirm all elements of a transaction are successfully implemented in a timely manner

Interacts independently with customers regarding service issues and provides advice and follow up within the scope of authority, licensing and registration, and abilities to resolve account maintenance and service issues

May independently take and enter unsolicited trade order instructions from clients within their scope of authority, licensing and registration, and abilities

Assists Financial Advisor(s) with development and coordination of business plan elements

Responsible for the execution of proactive, consistent client contact process to increase client retention

The SA also uses the contact process and other resources to independently data mine the book for opportunities with existing clients for expansion of wallet share and increase client retention

Maintains their own set of compliance-required files

Completes all required continuing education such as Bank, Broker/Dealer and State Insurance Department on time to keep all licenses and registrations current

Regularly reviews appropriate reporting systems (Items for Attention, Submitted Business, Pinpoint, etc.) to identify transaction and account processing issues and other service related items

Independently determines if items can be cleared without FA involvement

Enters branch revenue crediting based on information received from the FA

At FA(s) direction, responsible for initiating and monitoring the movement of funds through the FNB IS Settlement account to fund investments in a timely manner

At FA(s) discretion, may assist with updating branch referrals

Creates and maintains client files and records

CSR is responsible for administration of the FA's Redtail records to ensure client information, segmentation ratings and branch assignments are current

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

Life/Health insurance licensesFINRA Series 7/63Customer serviceInvestment industry experienceProject managementAnalytical skillsMS WordMS ExcelMS PowerPointCommunication skillsOrganizational skillsInterpersonal skills