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 Client Services organization, you will be based within the PNC footprint.

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.

As an Institutional Trust Officer I (ITO), you will serve as the day-to-day contact for all administrative needs of the client, trust or retirement plan. The ITO 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 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.

The ideal candidate will have client facing experience, as well as experience with trusts (reading legal documents, understanding language of trusts, and administering trusts from a custodial standpoint).

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

• 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 or oversees a diverse book of business with varying account types.
• Delivers the full breadth of client services in order to grow the 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 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 certifications/licensures needed to be successful in this position.

Preferred Skills

Asset Management, Client Relationship Building, Consumer Lending, Credit Risk Analysis,