PNC is a financial service company providing bank deposits products and services to its community. The Fiduciary Advisor I role supports senior advisors in managing fiduciary accounts and ensuring compliance with regulations while focusing on client relationships and business growth.
Engages in fiduciary decision-making by executing the terms of any plan or document in which PNC serves as trustee, guardian or agent. May administer fiduciary accounts. Ensures compliance with all legal and fiduciary regulations, policies and procedures. May manage a book of business.
Delivers the full breadth of the fiduciary platform in order to grow the fiduciary business and assure the highest level of client experience. Administers assigned accounts in accordance with documents, state law, policy and procedure.
Responsible for risk management and the resolution of legal and compliance related issues for assigned accounts. Communicates with clients, solves problems, and escalates anticipated or known client issues/concerns
Customizes customer communications or presentations to provide fiduciary advice to meet client needs for assigned accounts. Prepares and presents appropriate analysis and recommendations for senior management or committee review.
Maintains and grows assets under management by working with clients, beneficiaries and gatekeepers. Meets with clients both on and off bank premises. Identifies other bank products and services as sales opportunities. Prospects for new clients by asking for referrals from existing clients. Cultivates a network through social contacts and community participation and develops a network of external Centers of Influence.
Qualification
Required
Trust experience
Experience with client interaction
Excellent communication skills
University / college degree, with 2+ years of relevant professional experience, or a comparable combination of education, job specific certification(s), and experience (including military service)
Bachelors
Preferred
Decision Making
Finance Strategy
Investment Management
Legal Practices
Real Estate Settlements
Revenue Recognition
Risk Assessments
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
PNC is a financial service company providing bank deposits products and services to its community.
