Relationship Advisor 3 - Trust Services Group

First National Bank (FNB Corp.)•Hermitage, PA

28d

About The Position

This position is primarily responsible for providing the highest quality service to personal, corporate, non-profit or government clients through the administration of various types of trust and investment management relationships and serves as the client advocate, performs relationship and investment reviews and interfaces with clients for other Wealth Management (WM) services and solutions creating a single advisor within WM. The incumbent is the primary point of contact for assigned clients and is responsible for the overall client experience, satisfaction and retention.

Requirements

BA or BS
7 years of job related experience
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in financial services and investment products and services.
CFP, CTFA or CWS
Frequent driving (car, van, truck)

Responsibilities

Generates results and focuses on increasing and retaining assets, maintains a book of Tier A and B clients, contacts existing clients to maintain and improve account relationships by offering further financial planning by leveraging the Wealth Strategist and continually reviews and proactively manages client needs and objectives.
Proactively seeks opportunities either through enhancement of current client accounts or acquisition of new clients.
Demonstrates in depth knowledge of all WM products, positions and differentiates WM products and services against competitors and can also position and differentiate the corporation's products and services against competitors. Fully articulates product offerings and refers to appropriate channels.
Actively participates in community and corporate events while developing relationships with COI's and Internal Business Partners.
Adopts, advocates and effectively practices the guiding principles and tenets of the F.N.B. Wealth Management endorsed Leadership Doctrine and Best Practices Coaching guidelines.
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.

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