Position Overview

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 Trust organization, you will be based in Pittsburgh, PA.

This position also offers the opportunity to work remotely from home. 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.

As an Institutional Trust Offer II, you will deal daily (via email and phone) with authorized signers to provide account deliverables on larger Irrevocable Trusts, as well as dealing with agency and custody relationships. Deliverables may range from routine transactions to requests that are more complex and may require research and/or a thorough review of the Trust.

Your interactions will be with clients who have full discretion and authorization to move money in and out of PNC, and will receiving and completing requests for distributions, updating a contact, account maintenance, etc.

The ideal candidate will meet the following qualifications:

- Institutional trust experience
- Experience serving Trust customers
- Experience with client interaction

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.

Job Description

• 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. Manages a diverse book of business with varying account types.
• 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. Administers assigned accounts in accordance with documents, state and federal regulations, policy and procedure.
• 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.

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 and able to leverage that information in creating customized customer solutions.
• Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required <