Fiduciary Advisor I - Private Bank

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 management and the resolution of legal and compliance related issues for assigned accounts. Communicates with clients, solves problems, and escalates anticipated or known client issues/concerns
• Customizes customer communications or presentations to provide fiduciary advice to meet client needs for assigned accounts. Prepares and presents appropriate analysis and recommendations for senior management or committee review.
• Maintains and grows assets under management by working with clients, beneficiaries and gatekeepers. Meets with clients both on and off bank premises. Identifies other bank products and services as sales opportunities. Prospects for new clients by asking for referrals from existing clients. Cultivates a network through social contacts and community participation and develops a network of external Centers of Influence.

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.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred Skills
Decision Making, Finance Strategy, Investment Management, Legal Practices, Real Estate Settlements, Revenue Recognition, Risk Assessments

Competencies
Account Management, Accuracy and Attention to Detail, Business Development, Effective Communications, Fiduciary Responsibilities, Problem Solving, Selling.

Work Experience
Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education
Bachelors

Certifications
No Required Certification(s)

Licenses
No Required License(s)

Pay Transparency

Base Salary: $45,000.00 - $112,450.00

Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.

Application Window

Generally, this opening is expected to be posted for two business days from 03/21/2025, although it may be longer with business discretion.

Benefits

PNC offers 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; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. 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. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. 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.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

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.