Trust Officer I

PNCPhiladelphia, PA
100dRemote

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 a Trust Officer I within PNC's Fiduciary organization, 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. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Requirements

  • 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.

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.
  • 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.
  • Identifies 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.
  • Prepares and/or presents appropriate material for management or committee review.

Benefits

  • 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
  • maternity and/or parental leave
  • up to 11 paid holidays each year
  • 8 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

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Industry

Credit Intermediation and Related Activities

Education Level

Bachelor's degree

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