Relationship Associate

Relationship Associate 2 at F.N.B. Corporation

Primary Office

Location:

32 North Mill Street, New Castle, Pennsylvania, 16101.

Position Overview

This position is responsible for assisting the assigned Financial Advisors with the objective of maximizing the FA's time spent in client-facing business opportunities. The CSR2 provides an enhanced level of support in line with their experience, licensing, and securities registration. The CSR2 partners with their assigned FAs in the development and execution of the FA’s business practice model designed to (1) provide the highest quality of service to every client and (2) maintain consistent, proactive client contact.

Primary

Responsibilities

• Reviews documentation for new account and existing account servicing transactions for completeness and accuracy, submits documentation for processing and sales review, and maintains appropriate records required for all transactions.
• Initiates Redtail Workflow to confirm all elements of a transaction are successfully implemented in a timely manner.
• Interacts independently with customers regarding service issues and provides advice and follow-up within the scope of authority, licensing, and registration, and abilities to resolve account maintenance and service issues. May independently take and enter unsolicited trade order instructions from clients within their scope of authority, licensing, and registration, and abilities.
• Assists Financial Advisor(s) with development and coordination of business plan elements. Responsible for the execution of proactive, consistent client contact process to increase client retention and uses the contact process and other resources to independently data mine the book for opportunities with existing clients for expansion of wallet share and increase client retention.
• Maintains compliance-required files and completes all required continuing education such as Bank, Broker/Dealer, and State Insurance Department on time to keep all licenses and registrations current.
• Regularly reviews appropriate reporting systems (Items for Attention, Submitted Business, Pinpoint, etc.) to identify transaction and account processing issues and other service-related items. Independently determines if items can be cleared without FA involvement.
• Enters branch revenue crediting based on information received from the FA. At FA(s) direction, responsible for initiating and monitoring the movement of funds through the FNB IS Settlement account to fund investments in a timely manner. At FA(s) discretion, may assist with updating branch referrals.
• Creates and maintains client files and records. CSR responsible for administration of the FA's Redtail records to ensure client information, segmentation ratings, and branch assignments are current.
• Performs other related duties and projects as assigned.
• All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk‑management program.
• F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Minimum Level of Education Required

Associate’s degree.

Minimum Years of Job-Related Experience

3 years.

Skills Required

• Excellent project management skills
• Excellent communication skills, both written and verbal
• Excellent organizational, analytical and interpersonal skills
• Excellent customer service skills
• Ability to use a personal computer and job-related software
• MS Word – Intermediate Level
• MS Excel – Intermediate Level
• MS PowerPoint – Basic Level
• BA or BS preferred

Experience In Investment Industry Preferred

Preferred.

Licenses/Certifications Required

• Valid Driver's License
• Life/Health state insurance licenses & FINRA Series 7/63 (Series 65 or 66 preferred) registrations.

Physical Requirements or Work Conditions Beyond Traditional Office Work

N/A

Equal Employment Opportunity (EEO)

It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements.

FNB provides all applicants and employees a discrimination and harassment-free workplace.

Seniority level

Entry level

Employment type

Full-time

Job function

Sales and Business Development

#J-18808-Ljbffr