CRM Jobs - Account Review Specialist Senior, 30324

at PNC Financial Services Group
Location Cleveland, OH
Date Posted November 7, 2020
Category Default
Job Type Full-time


Job Profile

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. As an Account Review Specialist Senior within PNC's Asset Management organization, you will be based in a home office location. You will work with the Central Account Review Team using the Siebel workflow and OnBase imaging systems to perform your assigned tasks. You will report to the manager of the Central Account Review Team. Your hours will be Monday through Friday, regular business hours or additional time as required. Some flexibility may be available.

The job duties for this position are twofold and will include both Account Reviews and Document Reviews.

Account Review duties include, but are not limited to the following:

Conduct quality and risk related full reviews of assigned existing fiduciary accounts to ensure proper system coding, validate client direction and appropriate administration in accordance with Trust Policy and Procedures in an effort to ensure compliance with PNC'S moderate risk profile. The Account Reviewer will review the imaged file of record in OnBase and create notes on the governing document or other relevant scanned documentation to reference appropriate citations and document language. The Account Reviewer will then record any findings in Siebel assigning them to the appropriate Fiduciary Advisor, Investment Advisor or CART. As appropriate, the Account Reviewer will contact the assigned Fiduciary Advisor or Investment Advisor to discuss questions or areas of concern identified during the account review process. The Account Reviewer will also identify operational risk and fiduciary risk patterns that conflict with the terms of the governing document, trust policy or state or federal regulation.

Document Review duties include, but are not limited to the following:

Complete document review for all new potential fiduciary accounts, restatements, amendments and future fee appointments. This will involve an in-depth review of the documents governing the administration of the proposed account identifying any risk that may be associated with administering the account. During this process, the Document Reviewer will initiate the account opening service request, complete a document review checklist, account coding form and successor fiduciary review checklist, as appropriate. The Document Reviewer will also identify qualified beneficiaries in irrevocable accounts to ensure that PNC complies with duty to notify. Once the review is complete, the Document Reviewer will create a detailed summary letter for the front office. The Document Reviewer is required to actively participate in weekly team meetings which are held via phone conference, attend all meetings relevant to job duties, and participate in special projects.

As an Account Reviewer and/or Document Reviewer you may participate in occasional meetings with Fiduciary Advisors and Fiduciary Market Managers/Fiduciary Directors to discuss risks associated with administering an account and provide clarity and guidance around questions and concerns with policy or regulatory requirements that are perceived to inhibit service to our clients.

The successful candidate will have the following qualifications:
• A law degree plus 3-5 years’ experience in administering your own book of business. (Only candidates with prior trust administration experience will be considered.)
• Effective and strong verbal and written communication skills
• Expert knowledge of Siebel and OnBase.
• Ability to manage numerous responsibilities and projects simultaneously.
• Familiarity in working with EXCEL and WORD documents

Job Description

  • Performs cycled reviews for most complex fiduciary accounts. Provides guidance to team members.
  • Reviews assigned accounts by reading the most complex trust agreements and makes a determination as to how the account is being administered to ensure the account is in line with the terms of the agreement. Identifies specific issues and develops and implements appropriate resolutions.
  • Serves as subject matter expert for peers.
  • Coordinates with internal partners to resolve issues.
  • Ensures company is fulfilling fiduciary requirements and that service is of an appropriate level. Minimizes operational and reputational risk and ensures compliance with trust policy and regulatory requirements.

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.


Accuracy and Attention to Detail – Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy.

Decision Making and Critical Thinking – Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions.

Effective Communications – Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

Fiduciary Responsibilities – Knowledge of tools and facilities for fiduciary products and services; ability to design, develop, and support fiduciary responsibilities and transactions.

Flexibility and Adaptability – Knowledge of successful approaches, tools, and techniques for dealing with changes and adapting to a changing environment; ability to adapt as needed.

Managing Multiple Priorities – Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

Operational Risk – Knowledge of policies and processes for operational risk management; ability to use tools, data, and best practices to identify, assess, and manage operational risk exposures.

Problem Solving – Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply this knowledge appropriately to diverse situations.

Work Experience

Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education and experience (including military service) may be considered.



Disability Accommodations Statement:

The PNC workplace is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the PNC Careers website or submission process, please call 877-968-7762 and select Option 4: Recruiting or contact us via email at [Click Here to Email Your Resumé]

The Human Resources Service Center hours of operation are Monday - Friday 9:00 AM to 5:00 PM ET.

Equal Employment Opportunity (EEO):

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Drop files here browse files ...