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PNC Financial Services

Runs a national bank for people and businesses

Fiduciary Advisor 1

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeCincinnati, OH, USA

About the Job

Requirements

  • A university or college degree and 2 or more years of relevant professional experience are typical requirements for roles at this level; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
  • Knowledge and ability in customer focus, including understanding values and practices aligned with customer needs and satisfaction and using that information to create customized customer solutions.
  • Ability to assess and effectively manage risks associated with business objectives and activities in alignment with PNC's Enterprise Risk Management Framework.
  • Preferred skills include decision making, finance strategy, investment management, legal practices, real estate settlements, revenue recognition, and risk assessments.
  • Competencies include account management, accuracy and attention to detail, effective communications, fiduciary responsibilities, problem solving, and value selling.

Responsibilities

  • Support fiduciary decision-making by executing the terms of plans or documents in which PNC serves as trustee, guardian, or agent.
  • Support administration of fiduciary accounts and ensure compliance with applicable legal and fiduciary regulations, policies, and procedures.
  • Support management of a book of business.
  • Deliver the fiduciary platform to grow the fiduciary business and provide a high level of client experience.
  • Administer assigned accounts in accordance with governing documents, state law, policies, and procedures.
  • Manage risk and resolve legal and compliance issues for assigned accounts.
  • Communicate with clients, solve problems, and escalate anticipated or known client issues and concerns.
  • Customize customer communications or presentations to provide fiduciary advice tailored to client needs for assigned accounts.
  • Prepare and present analysis and recommendations for senior management or committee review.
  • Maintain and grow assets under management by working with clients, beneficiaries, and gatekeepers.
  • Meet with clients on or off bank premises as needed.

About the Company

PNC Financial Services

Runs a national bank for people and businesses

PNC Financial Services runs one of the largest banks in America, serving households and businesses of every size through branches, apps, and corporate bankers. Acquisitions turned it from a regional lender into a coast-to-coast bank, notably its purchases of National City during the 2008 financial crisis and BBVA USA in 2021. Consumers keep checking and savings accounts, such as Virtual Wallet with its built-in budgeting tools, and take out mortgages and credit cards, while companies borrow and manage cash through PNC. It earns most of its money on the gap between loan interest and deposit costs, and the rest from fees. PNC traces its roots to a savings bank founded in 1845 and is based in Pittsburgh, Pennsylvania.

Company size
10,001+
Company stage
IPO
Headquarters
Pittsburgh, PA
Founded
1845

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