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Senior Trust Advisor

2 months ago

Lexington, Kentucky, United States PNC Financial Services Group Full time
Job Overview

Position Summary

At PNC Financial Services Group, we recognize that our employees are our most valuable asset and key to our success in the financial sector. We are committed to providing an exceptional experience for our clients while fostering a workplace culture that values inclusivity and respect. As a Senior Trust Advisor, you will play a crucial role in our Private Banking division.Key Responsibilities
  • Engages in fiduciary decision-making by implementing the terms of any plan or document where PNC acts as trustee, guardian, or agent. Manages complex fiduciary accounts and high-profile relationships while ensuring adherence to all legal and fiduciary standards.
  • Delivers comprehensive fiduciary services to enhance business growth and ensure an outstanding client experience. Oversees assigned accounts in accordance with legal documents, state regulations, and internal policies.
  • Addresses risk management and resolves legal and compliance issues for assigned accounts. Maintains open communication with clients, proactively solving problems and addressing any concerns.
  • Enhances and manages assets under care by collaborating with clients, beneficiaries, and advisors. Conducts meetings with clients to identify additional banking products and services as potential sales opportunities. Builds a network through community involvement and referrals from existing clients.
  • Tailors client communications and presentations to provide fiduciary guidance. Introduces planning concepts to meet client needs for assigned accounts. Leads team members in conducting analyses and preparing recommendations for senior management review. Acts as a subject matter expert for the fiduciary team and market leadership.

At PNC, we expect our employees to embody the following values:

  • Client-Centric Approach - Understanding customer needs and satisfaction as primary considerations in all business decisions, leveraging this knowledge to create tailored solutions.
  • Risk Management - Effectively assessing and managing risks associated with business objectives to align with PNC's Enterprise Risk Management Framework.
Qualifications

Successful candidates will demonstrate the necessary knowledge, skills, and abilities for this role. Below are the required competencies, experience, education, and certifications:

Preferred SkillsStrategic Decision Making, Financial Analysis, Investment Oversight, Legal Compliance, Real Estate Transactions, Revenue Management, Risk EvaluationCore CompetenciesClient Relationship Management, Attention to Detail, Business Development, Effective Communication, Fiduciary Duties, Problem Resolution, Regulatory Knowledge - Financial Services, Sales.ExperienceTypically requires a university degree. Advanced degrees such as a Master's or relevant certifications are preferred. Candidates should have a minimum of 8 years of industry-related experience. A combination of education, relevant certifications, and experience may be considered in lieu of a degree.EducationBachelor's DegreeCertificationsNo specific certifications requiredLicensesNo specific licenses requiredBenefitsPNC offers a comprehensive benefits package to support your current and future needs. Full-time employees may be eligible for medical coverage, dental and vision options, life insurance, disability protection, a 401(k) plan with company match, pension plans, and various paid time off options, including vacation days and holidays.

For more information about our benefits, please refer to our official resources.

Equal Opportunity Statement

PNC is an equal opportunity employer, providing employment opportunities to qualified individuals without regard to race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other protected categories.