Relationship Advisor - Trust Services Group

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

45d

About The Position

This position is primarily responsible for providing the highest quality client service to First National Trust Company (FNTC) clients through the administration of various types of trust and investment management relationships within the Personal Trust Group. The incumbent seeks out additional client opportunities and serves as the primary point of contact for assigned personal, corporate, non-profit or government clients and is responsible for the overall client experience with the primary goals of client satisfaction and retention.

Requirements

BA or BS
3 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 trust administration, taxes and investments including law, procedures and portfolio management concepts and general knowledge of investment products and services.

Nice To Haves

CFP, CTFA or CWS

Responsibilities

Administers various trust and investment accounts in accordance with governing instruments and applicable laws while complying with internal policies and procedures.
Communicates on a regular basis with clients regarding administrative issues, investment policy and performance and services offered by FNTC for the purpose of retaining the client relationship.
Performs required on-going projects such as account reviews and at-risk reports.
Identifies opportunities for enhancement of client relationships by means of additional assets for existing accounts and potential new relationships.
Secures or provides documentation necessary to comply with laws, policies and regulations pertaining to trust business and account administration.
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.