Institutional Trust Officer II

Institutional Trust Officer II

Requirements

• University/college degree
• 3+ years of relevant/direct industry experience

Responsibilities

• Services Institutional Asset Management clients through the execution of the terms of any corporate assets, retirement plan or charitable and endowment document in which PNC serves as trustee or agent.
• Administers more complex institutional accounts and ensures compliance with all legal and fiduciary regulations, policies and procedures.
• Delivers the full breadth of Institutional client services in order to grow the Institutional Asset Management 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.
• Responsible for identifying continuous process improvement.
• 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 Institutional Asset Management partners in support of customer communications, technology needs, or presentations and introduces team members to meet client needs for assigned accounts.
• Prepares and presents appropriate material for management or committee review.

Preferred Qualifications

• Asset Management
• Client Relationship Building
• Consumer Lending
• Credit Risk Analysis
• Financial Operations
• General Ledger (GL)
• Process Improvements