PNC · 1 week ago

Institutional Trust Officer II

United States

Full-time

Remote

Mid Level

$55K/yr - $127K/yr

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

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Institutional trust experienceAsset ManagementClient Relationship BuildingCredit Risk AnalysisFinancial OperationsGeneral Ledger (GL)Process ImprovementsAccount ManagementRelationship ManagementEffective Communications

Required

Institutional trust experience

Experience serving Trust customers

Experience with client interaction

Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience.

In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Bachelors