Institutional Trust Officer

PNC

1d•$45,000 - $112,450•Remote

About The Position

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As an Institutional Trust Officer within the PNC' Private Bank, you may be based in a remote location. This is a remote position. Work may be performed from a quiet, confidential space in a home location, approved by PNC. This position may not be available in all geographic locations. This position may be eligible for remote work in select geographic locations, subject to approval by PNC. If approved, work must be conducted from a quiet, secure, and confidential home-based workspace. Occasional in-office participation may be required based on business needs. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description Services clients through the execution of the terms of any document in which PNC serves as trustee or agent. Administers accounts and ensures compliance with all legal and fiduciary regulations, policies and procedures. Manages a book of business. Delivers the full breadth of client services in order to grow the 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. May identify continuous process improvement efforts. 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 partners in support of customer communications, technology needs, or presentations and introduces team members to meet client needs for assigned accounts. May prepares and/or present appropriate material for management or committee review. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Requirements

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience.
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Bachelors

Nice To Haves

Asset Management
Client Relationship Building
Consumer Lending
Credit Risk Analysis
Financial Operations
General Ledger (GL)
Process Improvements

Responsibilities

Services clients through the execution of the terms of any document in which PNC serves as trustee or agent.
Administers accounts and ensures compliance with all legal and fiduciary regulations, policies and procedures.
Manages a book of business.
Delivers the full breadth of client services in order to grow the 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.
May identify continuous process improvement efforts.
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 partners in support of customer communications, technology needs, or presentations and introduces team members to meet client needs for assigned accounts.
May prepares and/or present appropriate material for management or committee review.

Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future.
Depending on your eligibility, options for full-time employees include: 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.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 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.
To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume