- 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 the most complex institutional accounts and ensures compliance with all legal and fiduciary regulations, policies and procedures. Possesses a high degree of knowledge to manage 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 to senior management as appropriate. 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.
- 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.
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Institutional Trust Officer III - Phoenix, United States - PNC Financial Services Group
Description
Position OverviewAt 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 III within PNC's Institutional Client Services organization, you will be based in Pittsburgh, PA; Cleveland, OH; or Phoenix, AZ.
This is a remote position that can sit in Pittsburgh, Cleveland, or Phoenix. Certain job responsibilities may require in-person, in office activities on a regular basis.As an Institutional Trust Officer (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.
Job DescriptionAccount Management - Knowledge of account management practices, tasks, and tools and ability to provide services and support to key clients.
Accuracy and Attention to Detail - Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy.
Business Development - Knowledge of and ability to use tools, techniques and processes for exploring and developing potential areas of business growth for the organization.
Effective Communications - Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Industry Knowledge - Knowledge of the organization's industry group, trends, directions, major issues, regulatory considerations, and trendsetters; ability to apply this knowledge appropriately to diverse situations.
Problem Solving - Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply this knowledge appropriately to diverse situations.
Regulatory Environment - Financial Services - Knowledge of and ability to help an organization adapt to applicable federal, state, local, and company-specific regulations, policies, and guidelines affecting business practices.
Relationship Management - Ability to establish and build healthy working relations and partnerships with clients, vendors, and peers.Work Experience
Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required.
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
EducationBachelors
Additional Job Description
Benefits
PNC offers employees a comprehensive range of benefits to help meet your needs now and in the future.
Depending on your eligibility, options for full-time employees include medical/prescription drug coverage (with a Health Savings Account feature); dental and vision options; employee and spouse/child life insurance; short- and long-term disability protection; maternity and parental leave; paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives.
To learn more about these and other programs, including benefits for part-time employees, visit > New to PNC.Disability Accommodations Statement:
If an accommodation is required to participate in the application process, please contact us via email at Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email.
All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace.We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO):
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
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Institutional Trust Officer III professionals in Phoenix
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Luke Nagli
Student at the University of Arizona
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Mohamed Amin
Electrical Tech
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Christina Kenny
New to Real Estate World