Institutional Trust Officer II (IAM

Institutional Trust Officer II

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 a Institutional Trust Officer II within PNC's Institutional Asset Management, you may be based in a remote location.

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. Work hours will be Pacific Time Zone to support west coast coverage. This position may be eligible for remote work in select geographic locations, subject to approval by PNC.

If approved, work must be conducted from a quiet, secure, and confidential home-based workspace. Occasional in-office participation may be required based on business needs. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

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.

Asset Management, Client Relationship Building, Consumer Lending, Credit Risk Analysis, Financial Operations, General Ledger (GL), Process Improvements

Account Management, Accuracy and Attention to Detail, Business Development, Decision Making and Critical Thinking, Effective Communications, Industry Knowledge, Problem Solving, Regulatory Environment
- Financial Services, Relationship Management

Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Bachelors

No Required Certification(s)

No Required License(s)

Base Salary: $63,750.00 – $ Salaries may vary based on…