Role Description
As an Institutional Trust Officer II within PNC's Institutional Asset Management organization, you will be based remotely in Pennsylvania or Ohio. You will serve as the day-to-day contact for all administrative needs of the client, trust, or retirement plan.
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Conducts administrative reviews and communicates administrative and fiduciary issues to the client and appropriate committees within PNC.
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Reviews and implements transaction processing and responds to client inquiries.
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Assists clients in meeting their regulatory and other obligations by providing updated documents, tax information, and other materials.
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Services clients through the execution of the terms of any document in which PNC serves as trustee, executor, agent, or custodian.
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Administers more complex accounts and ensures compliance with all legal and fiduciary regulations, policies, and procedures.
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Delivers the full breadth of client services to grow the business and assure the highest level of client experience.
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Handles risk management and resolution of legal and compliance-related issues for assigned accounts.
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Maintains and retains assets under management by educating clients on available tools and resources.
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Meets regularly with clients to maintain relationships and identifies client needs for referrals to other bank products and services.
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Works with partners in support of customer communications, technology needs, or presentations.
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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:
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Customer Focused:
Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions.
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Managing Risk:
Assessing and effectively managing all risks associated with their business objectives and activities.
Qualifications
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Asset Management
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Client Relationship Building
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Consumer Lending
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Credit Risk Analysis
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Financial Operations
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General Ledger (GL)
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Process Improvements
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Account Management
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Accuracy and Attention to Detail
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Business Development
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Effective Communications
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Industry Knowledge
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Problem Solving
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Regulatory Environment - Financial Services
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Relationship Management
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Typically requires a university/college degree with 3+ years of relevant/direct industry experience.
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Certifications are often desired.
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In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience may be considered.
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No Required Certification(s)
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No Required or Preferred Language Assessments
Requirements
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Base Salary: $63,750.00 β $106,250.00
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Salaries may vary based on geographic location, market data, and individual skills, experience, and education.
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This role is incentive eligible with payment based on company, business, and/or individual performance.
Benefits
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Medical/prescription drug coverage (with a Health Savings Account feature)
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Dental and vision options
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Employee and spouse/child life insurance
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Short and long-term disability protection
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401(k) with PNC match, pension, and stock purchase plans
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Dependent care reimbursement account
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Back-up child/elder care
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Adoption, surrogacy, and doula reimbursement
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Educational assistance, including select programs fully paid
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A robust wellness program with financial incentives
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Maternity and/or parental leave
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Up to 11 paid holidays each year
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9 occasional absence days each year
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Between 15 to 25 vacation days each year, depending on career level and years of service