PNC Institutional Trust Officer II 

United States, California 

914374759

In this role, you will oversee a diverse portfolio of employee retirement and pension plans where PNC is Trustee, Custodian, Agent or Investment Manager. You will be the first point of contact for plan sponsors, recordkeepers, third party administrators and consultants to coordinate all functions necessary to properly service retirement and pension plan clientsYou will also execute annual administrative reviews and activities, review various types of governing instruments to ensure fiduciary responsibilities are carried out, meet goals for outbound relationship review calls, assist with account and plan information, regulatory or tax-related issues and work closely with Closely Held Business and Special Assets departments regarding non-liquid assets.
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 more complex institutional accounts and ensures compliance with all legal and fiduciary regulations, policies and procedures. Manages 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. 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.

Qualifications

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

Asset Management, Client Relations, Consumer Lending, Credit Risk Analysis, Financial Operations, General Ledger (GL), Process ImprovementsRoles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.No Required Certification(s)No Required License(s)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.

California Residents

Refer to the