[Hiring] Institutional Trust Officer II @PNC

Role Description

As an Institutional Trust Officer II within PNC's Institutional Asset Management organization, you will serve as the day-to-day contact for all administrative needs of the client, trust, or retirement plan. The ITO II conducts administrative reviews, communicates administrative and fiduciary issues to the client and to appropriate committees within PNC, reviews and implements transaction processing, and responds to client inquiries. The ITO II assists clients in meeting their regulatory and other obligations by providing updated documents and/or amendments (if applicable), tax information, and other materials, depending upon PNC’s responsibilities and the client’s needs.

• Services clients through the execution of the terms of any document in which PNC serves as trustee, executor, agent, or custodian.
• Administers more complex accounts and ensures compliance with all legal and fiduciary regulations, and policies and procedures.
• Manages and oversees a diverse book of business with varying account types.
• Delivers the full breadth of client services 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.
• Responsible for identifying continuous process improvement.
• Maintains and retains assets under management or under administration by educating clients on available tools and resources.
• 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.
• Prepares and presents appropriate material for management or committee review.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

• Customer Focused: Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions.
• Managing Risk: Assessing and effectively managing all of the risks associated with their business objectives and activities.

Qualifications

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

• Account Management
• Accuracy and Attention to Detail
• Business Development
• Effective Communications
• Industry Knowledge
• Problem Solving
• Regulatory Environment - Financial Services
• Relationship Management

• Roles at this level typically require a university/college degree, with 3+ years of relevant/direct industry experience.
• Certifications are often desired.
• In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

• Bachelors

• No Required Certification(s)

• No Required License(s)

Requirements

• Base Salary: $55,000.00 – $98,000.00
• Salaries may vary based on geographic location, market data, and on individual skills, experience, and education.
• This role is incentive eligible with the payment based upon company, business and/or individual performance.

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
• 9 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