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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, regulatory compliance, and asset management while effectively communicating and solving problems to enhance client experiences and drive business growth.
Highest-signal resume keywords
Client Relationship ManagementRegulatory ComplianceAsset ManagementProblem SolvingBusiness Development
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 ProcessingFinancial OperationsCredit Risk AnalysisGeneral LedgerProcess ImprovementsAdministrative ReviewsFiduciary RegulationsDocument ExecutionClient InquiriesRisk Management
Soft Skills
Effective CommunicationsAttention to DetailRelationship Management
Industry Keywords
TrustsRetirement PlansConsumer LendingComplianceClient ServicesReferral NetworkContinuous Process ImprovementsClient ExperienceDiverse Book of BusinessClient Needs Identification
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
- Provide updated documents, amendments, tax information, and other materials to support clients’ regulatory and other obligations
- Execute the terms of documents in which 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 by educating clients on tools and resources
- Meet with clients on and/or off bank premises to maintain relationships
- Identify client needs and refer them to partners for other bank products and services
- Cultivate a referral network through client relationships
- Support customer communications, technology needs, and presentations with business partners
- Prepare and present materials for management or committee review
Requirements
What you’ll need- University/college degree typically required, with 3+ years of relevant/direct industry experience
- Bachelor's degree stated in Education
- Comparable combination of education, job-specific certification(s), and experience may be considered in lieu of a degree
- Knowledge of 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, regulatory environment in financial services, and relationship management
- No required certifications
- No required licenses
- No required or preferred language assessments
- Must be eligible to work without employment visa sponsorship or STEM OPT participation
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