Institutional Trust Officer Iii

2 months ago

Phoenix, United States PNC Financial Services Group Full time

Job Profile

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 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 Description**:
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.

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.

Competencies

Account 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.

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.

Education

Bachelors

Additional Job Description

**Benefits**:
PNC offers employees a comprehensive range

  • Private Client Wealth Advisor III

    1 week ago

    Phoenix, United States Bankers Trust Full time

    There are important qualities you look for in an employer – meaningful work, community engagement, competitive benefits, commitment to employee development, and so many more. At Bankers Trust, our team members experience an inclusive and community-focused culture and we’re proud of the premier workplace we’ve created. We regularly receive best in...

  • Training Officer Iii

    4 days ago

    Phoenix, United States State of Arizona Full time

    DEPARTMENT OF CHILD SAFETY - The Arizona Department of Child Safety (DCS) is a social and human services agency whose mission is to successfully engage children and families to ensure safety, strengthen families, and achieve permanency. DCS has field office locations located throughout the state of Arizona, with its central office located in Downtown...

  • Institutional Account Executive

    4 weeks ago

    Phoenix, United States Tradesmen Full time

    Description Tradesmen International is the industry's premier Skilled Trades Staffing Company with over 120 locations across America. We pride ourselves on establishing alliance partnerships with clients, ensuring their labor-oriented needs are met timely and on budget through our unique Total Labor Support program. Our services help institutions greatly...

  • Institutional Account Executive

    2 weeks ago

    Phoenix, United States Tradesmen Full time

    Description Tradesmen International is the industry's premier Skilled Trades Staffing Company with over 120 locations across America. We pride ourselves on establishing alliance partnerships with clients, ensuring their labor-oriented needs are met timely and on budget through our unique Total Labor Support program. Our services help institutions greatly...

  • Union Trust Fund Coordinator

    3 weeks ago

    Phoenix, United States NPL Construction Full time

    **Who We Are** Centuri Group is comprised of a family of companies that make up a utility infrastructure enterprise, operating throughout the US and Canada, safely delivering gas, electric and utility services to our customers and the community. We help you build your career on Solid Ground by investing in your development and valuing your unique skills,...

  • Sr Account Manager, Banking

    6 days ago

    Phoenix, United States Northern Trust Full time

    About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...

  • Maintenance Technician Iii

    2 days ago

    Phoenix, United States Reddy Ice LLC Full time

    **Job Summary: Must have Ammonia Experience!**: - The Maintenance Technician III is a master journeyman level tech with expertise in maintenance responsibilities for the reliable operation and maintenance of the plant’s manufacturing systems and physical property. Included activities are preventive maintenance, equipment trouble shooting, tool...

  • Wealth Management Compliance Officer

    2 months ago

    Phoenix, United States First International Bank & Trust Full time

    First International Bank and Trust is a family-owned community bank and one of Prairie Business Magazine's 50 best places to work for 10 years running. We are currently seeking an experienced and detail-oriented Wealth Management Compliance Officer to join our team at First International Bank and Trust. This role is crucial to ensuring that our company...

  • Commercial Loan Officer

    4 weeks ago

    Phoenix, United States First International Bank & Trust Full time

    First International Bank and Trust is a family-owned community bank and one of Prairie Business Magazine's 50 best places to work for 10 years running. We are seeking an experienced professional with a proven background in developing commercial and industrial loans. In this role, you will be responsible for cultivating and maintaining strong relationships...

  • Financial Institutions Examiner

    4 days ago

    Phoenix, United States State of Arizona Full time

    DEPARTMENT OF INSURANCE AND FINANCIAL INSTITUTIONS - The Department of Insurance and Financial Institutions licenses, monitors, investigates, examines, and ensures the safety and soundness of, regulated entities. The Department also helps resolve consumer complaints against financial-services and insurance entities; takes action in response to violations of...

  • Trust & Safety Investigator

    5 days ago

    Phoenix, United States Turo Full time

    Turo is the world's largest car sharing marketplace where you can book the perfect car for wherever you're going from a vibrant community of trusted hosts across the US, UK, Canada, Australia, and France. Whether you're flying in from afar or looking for a car down the street, searching for a rugged truck or something smooth and swanky, Turo puts you in the...

  • IT - Product Owner III - Contractor

    5 days ago

    Phoenix, United States Indotronix International Corporation Full time

    Indotronix is seeking a Hybrid- IT - Product Owner III in Phoenix (AZ) location Position: IT - Product Owner III Location: Hybrid in Phoenix (AZ) (3 days in office) Hybrid 3 days min in office/week Duration: Contract to hire Must be willing to work EST for a few months then it may change to MST - 8-5 EST M-F 40 hours Candidate Technical and skills...

  • Accounting Assistant III

    1 month ago

    Phoenix, United States University of Arizona Full time

    This position assists with managing the daily financial and administrative operations for Maricopa County Cooperative Extension. The Accounting Assistant III will be responsible for assisting the business office with budget management, maintaining mo Accounting, Assistant, Operations, Compensation, Account

  • Medical Office Scribe Neuroscience Institute

    2 weeks ago

    Phoenix, United States Banner Health Full time

    **Primary City/State**: Phoenix, Arizona **Department Name**: Neuro Admin-Clinic **Work Shift**: Day **Job Category**: Administrative Services Those who have joined the Banner mission come from all walks of life, united by the common goal: Make health care easier, so life can be better. If changing health care for the better sounds like something you...

  • IT - Product Owner III in Phoenix (AZ) location

    3 weeks ago

    Phoenix, United States Indotronix International Corporation Full time

    Indotronix is seeking a Hybrid- IT - Product Owner III in Phoenix (AZ) location Position: IT - Product Owner III Location: Hybrid in Phoenix (AZ) (3 days in office) Hybrid 3 days min in office/week Duration: Contract to hire Must be willing to work EST for a few months then it may change to MST - 8-5 EST M-F 40 hours Candidate Technical and skills...

  • IT - Product Owner III in Phoenix (AZ) location

    1 week ago

    Phoenix, United States Indotronix International Corporation Full time

    Indotronix is seeking a Hybrid- IT - Product Owner III in Phoenix (AZ) location Position: IT - Product Owner III Location: Hybrid in Phoenix (AZ) (3 days in office) Hybrid 3 days min in office/week Duration: Contract to hire Must be willing to work EST for a few months then it may change to MST - 8-5 EST M-F 40 hours Candidate Technical and skills...

  • Engineer III/Sr

    2 months ago

    Phoenix, Arizona, United States APS Full time

    SummaryThe Engineer III provides technical engineering, design, economic and analytical support to participate in the development of long-range system plans and conducting of engineering requests, proposals and presentations.Performs engineering tasks requiring skills and experience gained through application of engineering methods and analysis.Has...

  • Engineer III/Sr

    2 months ago

    Phoenix, Arizona, United States APS Full time

    SummaryThe Engineer III/Sr provides technical engineering, design, economic and analytical support to participate in the development of long-range system plans and conducting of engineering requests, proposals and presentations.Performs engineering tasks requiring skills and experience gained through application of engineering methods and analysis.Has...

  • Engineer III/Sr

    2 weeks ago

    Phoenix, Arizona, United States APS Full time

    SummaryThe Engineer III provides technical engineering, design, economic and analytical support to participate in the development of long-range system plans and conducting of engineering requests, proposals and presentations.Performs engineering tasks requiring skills and experience gained through application of engineering methods and analysis.Has...

  • Engineer III/Sr

    2 weeks ago

    Phoenix, Arizona, United States APS Full time

    SummaryThe Engineer III/Sr provides technical engineering, design, economic and analytical support to participate in the development of long-range system plans and conducting of engineering requests, proposals and presentations.Performs engineering tasks requiring skills and experience gained through application of engineering methods and analysis.Has...