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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client relationship management, asset management, and compliance with fiduciary regulations. Proven ability to deliver exceptional client services while identifying process improvements and managing diverse accounts.
Highest-signal resume keywords
Client Relationship ManagementAsset ManagementCompliance With Fiduciary RegulationsProblem SolvingFinancial Operations
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Transaction ProcessingCredit Risk AnalysisGeneral LedgerProcess ImprovementsRegulatory Compliance
Soft Skills
Effective CommunicationsAttention To DetailBusiness DevelopmentRelationship Management
Industry Keywords
Financial ServicesConsumer LendingRisk ManagementTrustee ServicesClient Experience
About the role
Key responsibilities & impact- Serve as the day-to-day contact for administrative needs of clients, trusts, or retirement plans
- Conduct administrative reviews and communicate administrative and fiduciary issues to clients and appropriate PNC committees
- Review and implement transaction processing and respond to client inquiries
- Assist clients with regulatory and other obligations by providing updated documents, amendments, tax information, and other materials
- Service accounts where PNC serves as trustee, executor, agent, or custodian
- Administer complex accounts and ensure compliance with legal and fiduciary regulations, policies, and procedures
- Manage or oversee a diverse book of business with varying account types
- Deliver client services to grow the business and maintain a high level of client experience
- Handle risk management and resolve legal and compliance-related issues
- Communicate with clients and business partners, solve problems, and escalate client issues or concerns
- Identify continuous process improvements
- Maintain and retain assets under management or administration
- Educate clients, beneficiaries, and gatekeepers about available tools and resources
- Meet regularly with clients on and/or off bank premises to maintain relationships
- Identify client needs and refer clients to partners for other bank products and services
- Cultivate a referral network through client relationships
- Support customer communications, technology needs, and presentations with partners
- Introduce team members to meet client needs
- Prepare and present materials for management or committee review
Requirements
What you’ll need- University / college degree, typically a bachelor's degree
- 3+ years of relevant / direct industry experience
- Comparable combination of education, job-specific certification(s), and experience, including military service, may be considered in lieu of a degree
- Knowledge and skills in asset management, client relationship building, consumer lending, credit risk analysis, financial operations, general ledger, and process improvements
- Competencies in account management, accuracy and attention to detail, business development, effective communications, industry knowledge, problem solving, financial-services regulatory environment, and relationship management
- No required certifications
- No required licenses
- No required or preferred language assessments
- Must not require employment visa sponsorship; PNC will not participate in STEM OPT
- Subject to Section 19 of the FDIA and, for registered roles, SAFE Act and/or FINRA requirements regarding certain criminal history
Benefits
Comp & perks- 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 plan
- Stock purchase plan
- Dependent care reimbursement account
- Back-up child/elder care
- Adoption, surrogacy, and doula reimbursement
- Educational assistance, including select programs fully paid
- Robust wellness program with financial incentives
- Maternity and/or parental leave
- Up to 11 paid holidays each year
- 9 occasional absence days each year
- 15 to 25 vacation days each year, depending on career level