Relationship Advisor 2 - Trust Services Group

First National Bank Of Pennsylvania•Youngstown, OH

10d

About The Position

This position provides high-quality client service to First National Trust Company (FNTC) clients by administering trust and investment management relationships within the Personal Trust Group. The Relationship Advisor serves as the primary point of contact for assigned personal, corporate, nonprofit, or government clients and is responsible for the overall client experience, with a focus on client satisfaction and retention. The role also seeks additional client opportunities and supports the delivery of FNTC services. The position administers trust and investment accounts in accordance with governing instruments, applicable laws, and internal policies and procedures. It provides investment oversight and guidance, identifies client needs and opportunities to enhance relationships, and completes ongoing projects such as account reviews and at-risk reports. The incumbent is responsible for obtaining or providing documentation needed for compliance and for recommending or implementing improvements to service delivery. Employees are responsible for managing risks encountered in their work as required by F.N.B. Corporation’s risk management program and must comply with applicable regulatory laws and company procedures. The position requires frequent driving. FNB does not provide employment-based visa sponsorship; candidates must be legally authorized to work in the United States.

Requirements

Bachelor of Arts or Bachelor of Science degree.
At least 5 years of job-related experience.
Excellent project management skills.
Excellent written and verbal communication skills.
Excellent organizational, analytical, and interpersonal skills.
Excellent customer service skills.
Ability to use a personal computer and job-related software.
Basic-level Microsoft Word skills.
Intermediate-level Microsoft Excel skills.
Basic-level Microsoft PowerPoint skills.
Experience in trust administration, taxes, and investments, including law, procedures, portfolio management concepts, and general knowledge of investment products and services.
CFP, CTFA, or CWS certification.
Legally authorized to work in the United States; employment-based visa sponsorship is not provided.

Responsibilities

Communicate regularly with clients about administrative matters, investment policy and performance, and FNTC services to retain client relationships.
Administer trust and investment accounts according to governing instruments, applicable laws, and internal policies and procedures.
Provide investment oversight and guidance, including industry updates and investment reviews.
Identify client needs and match them with services offered by the lines of business.
Complete ongoing projects, including account reviews and at-risk reports.
Identify opportunities to enhance client relationships through additional assets and potential new relationships.
Identify Bank channels that can provide enhanced services to clients.
Secure or provide documentation needed to comply with laws, policies, and regulations related to trust business and account administration.
Recommend and implement advised measures to improve efficiency and service delivery.
Understand, distinguish, and communicate product and service delivery channels.
Participate in community and corporate events and develop relationships with centers of influence and internal business partners.
Adopt and practice the F.N.B. Wealth Management Leadership Doctrine and Best Practices Coaching guidelines.
Serve as a risk manager by understanding, reporting, responding to, managing, and monitoring risks encountered in daily work.
Perform other related duties and projects as assigned.