Relationship Advisor 2 - Trust Services Group

F.N.B. Corporation•Youngstown, OH

12d

About The Position

The Relationship Advisor 2 is primarily responsible for providing high-quality client service to First National Trust Company (FNTC) clients through administration of trust and investment management relationships within the Personal Trust Group. The role serves as the primary point of contact for assigned personal, corporate, nonprofit, or government clients and is responsible for the overall client experience, with goals of client satisfaction and retention. The advisor also seeks additional client opportunities and identifies ways to enhance existing relationships. 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, supports client needs with relevant business services, and completes ongoing projects such as account reviews and at-risk reports. The advisor secures or provides documentation needed for compliance, recommends improvements to service delivery, and develops relationships with centers of influence and internal business partners through community and corporate events. The role requires a bachelor's degree, at least five years of job-related experience, and a CFP, CTFA, or CWS credential. Frequent driving is required. Employees are responsible for managing risk in accordance with F.N.B. Corporation's risk management program and complying with applicable regulations and company procedures. 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 five years of job-related experience.
CFP, CTFA, or CWS certification.
Experience in trust administration, taxes, and investments, including law, procedures, portfolio management concepts, and general knowledge of investment products and services.
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.
Legally authorized to work in the United States; employment-based visa sponsorship is not provided.

Responsibilities

Communicate regularly with clients about administrative issues, investment policy and performance, and FNTC services to retain client relationships.
Administer trust and investment accounts in accordance with governing instruments, applicable laws, and internal policies and procedures.
Provide investment oversight and guidance through industry updates and investment reviews, and match client needs with business services.
Complete ongoing projects, including account reviews and at-risk reports.
Identify opportunities to enhance relationships through additional assets for existing accounts and potential new relationships, including use of Bank channels.
Secure or provide documentation necessary to comply with laws, policies, and regulations related to trust business and account administration.
Recommend and implement advised improvements to efficiency and service delivery, and understand and communicate product and service delivery channels.
Participate in community and corporate events while developing relationships with centers of influence and internal business partners.
Practice the guiding principles and tenets of 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 encountered risks as required by the corporation's risk management program.
Perform other related duties and projects as assigned.