Relationship Advisor 2 - Trust Services Group

Position Overview

This position is primarily responsible for providing the highest quality client service to First National Trust Company (FNTC) clients through the administration of various types of trust and investment management relationships within the Personal Trust Group. The incumbent seeks out additional client opportunities and serves as the primary point of contact for assigned personal, corporate, non‑profit or government clients, with the overall goal of client satisfaction and retention.

Primary Responsibilities

• Communicates regularly with clients regarding administrative issues, investment policy, performance, and services offered by FNTC to retain relationships.
• Administers various trust and investment accounts in accordance with governing instruments, applicable laws, and internal policies.
• Provides investment oversight and guidance, including industry updates and investment reviews.
• Identifies and matches client needs with lines of business services.
• Performs ongoing projects such as account reviews and at‑risk reports.
• Identifies opportunities to enhance client relationships through additional assets for existing accounts and potential new relationships.
• Focuses on enhanced services by identifying all Bank channels for delivery.
• Secures or provides documentation required to comply with laws, policies, and regulations pertaining to trust business and account administration.
• Recommends and implements efficiencies to enhance service delivery.
• Understands, differentiates, and communicates product and service delivery channels.
• Participates in community and corporate events while developing relationships with centers of influence and internal business partners.
• Adopts and practices the guiding principles and tenets of the F.N.B. Wealth Management Leadership Doctrine and Best Practices Coaching guidelines.
• Performs other related duties and projects as assigned.
• Acts as a risk manager by understanding, reporting, responding to, managing, and monitoring daily risks in accordance with F.N.B. Corporation’s risk management program.

Minimum Education and Experience

• Bachelor’s degree (BA or BS).
• At least 5 years of job‑related experience.

Skills

• Excellent project management skills.
• Excellent written and verbal communication skills.
• Strong organizational, analytical, and interpersonal abilities.
• Outstanding customer service skills.
• Proficiency with a personal computer and job‑related software:
  • MS Word – Basic level
  • MS Excel – Intermediate level
  • MS PowerPoint – Basic level
• Experience in trust administration, taxes, and investments, including knowledge of laws, procedures, portfolio management concepts, and general investment products and services.

Licensures/Certifications

• CFP, CTFA, or CWS.

Physical Requirements / Work Conditions

• Beyond traditional office work.
• Frequent driving (car, van, truck).

F.N.B. Corporation is an equal opportunity employer. We do not discriminate based on age, race, color, religion, sex, national origin, disability, veteran status, or any other protected category. We provide a discrimination‑ and harassment‑free workplace and consider only candidates who are legally authorized to work in the United States.