Institutional Trust Officer II

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 an Institutional Trust Officer II within PNC's Institutional Asset Management organization, you will be based in Pittsburgh, PA or other listed locations. This is a remote position that can sit in the locations listed in the job posting within the PNC footprint. It may not be available in all jurisdictions. Certain job responsibilities may require in-person, in office activities on a regular basis. 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.

Responsibilities

  • Serve as the day-to-day contact for all administrative needs of the client or trust.
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  • Conduct administrative reviews and communicate administrative and fiduciary issues to clients, beneficiaries, and appropriate committees within PNC.
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  • Review and implement transaction processing and respond to client and beneficiary inquiries.
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  • Ensure that regulatory and fiduciary obligations are met, including tax and distribution requirements for charitable and other trusts.
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  • Coordinate with various service partners to administer the trusts and ensure trust compliance with state and federal laws.
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  • Administer more complex institutional accounts and ensure compliance with all legal and fiduciary regulations, policies, and procedures.
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  • Manage a diverse book of business with varying account types.
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  • Deliver the full breadth of Institutional client services to grow the Institutional Asset Management business and assure the highest level of client experience.
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  • Handle risk management and the resolution of legal and compliance-related issues for assigned accounts.
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  • Communicate with clients and business partners, solve problems, and escalate anticipated or known client issues/concerns.
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  • Identify continuous process improvement.
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  • Maintain and retain assets under management or under administration by educating clients on available tools and resources.
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  • Meet regularly with clients both on and/or off bank premises to maintain relationships.
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  • Identify client needs and refer to partners for other bank products and services as sales opportunities.
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  • Cultivate a referral network through client relationships.
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  • Work with Institutional Asset Management partners in support of customer communications, technology needs, or presentations.
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  • Prepare and present appropriate material for management or committee review.

Requirements

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

Benefits

  • 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
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  • 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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  • 8 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
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