Fiduciary Advisor I - Private Bank

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 Fiduciary Advisor I within PNC's Private Bank organization, you will be based in Pittsburgh, PA or Cleveland, OH.

This position also offers the opportunity to work remotely from home within the PNC footprint. 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.

If located near Cleveland or Pittsburgh, there is an expectation of working in-office 1 day a month.

The Fiduciary Advisor I is a trusted partner to the more senior Fiduciary Advisors within the PNC Private Bank team and will be supporting and working with Revocable and Irrevocable Trusts.

This role will be assigned to support 3 Advisors, and will be tasked with retaining and building an existing book of business by helping our clients achieve and maintain financial success.

You will ensure that our accounts are administered in accordance with the governing instrument, state law and PNC Policies, Procedures and Processes. You will also interact with the Sr. Advisors and other internal team members to take ownership and provide prompt resolutions on administrative, risk, compliance, and account specific activities. You will also possess a full understanding of the clients/family relationships with the assigned book of business.

The ideal candidate will meet the following qualifications:

- Trust experience
- Experience with client interaction
- Excellent communication skills

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.

Job Description

• Engages in fiduciary decision-making by executing the terms of any plan or document in which PNC serves as trustee, guardian or agent. May administer fiduciary accounts. Ensures compliance with all legal and fiduciary regulations, policies and procedures. May manage a book of business.
• Delivers the full breadth of the fiduciary platform in order to grow the fiduciary business and assure the highest level of client experience. Administers assigned accounts in accordance with documents, state law, policy and procedure.
• Responsible for risk …