Fiduciary Advisor II

Job Profile

* Engages in fiduciary decision-making by executing the terms of any plan or document in which PNC serves as trustee, guardian or agent. Administers more complex fiduciary 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 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.

* Handles 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.

* 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 developing a network of external Centers of Influence.

* Customizes customer communications or presentations to provide fiduciary advice and introduces planning concepts to meet client needs for assigned accounts. Prepares and presents appropriate analysis and recommendations for senior management or committee review.