Institutional Trust Officer II

Overview

This role is an Institutional Trust Officer (ITO) II position within the organization’s Institutional Asset Management function. You will serve as the day-to-day contact for administrative needs of the client, trust or retirement plan.

Work location: Remote in Pennsylvania or Ohio. Occasional in-office participation may be required based on business needs.

Visa/work authorization: The employer will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Responsibilities

• Serve as the day-to-day contact for all administrative needs of the client, trust, or retirement plan.
• Conduct administrative reviews and communicate administrative and fiduciary issues to the client and to appropriate committees.
• Review and implement transaction processing.
• Respond to client inquiries.
• Assist clients in meeting regulatory and other obligations by providing updated documents and/or amendments (if applicable), tax information, and other materials, depending on the organization’s responsibilities and the client’s needs.
• Execute the terms of documents in which the organization serves as trustee, executor, agent, or custodian.
• Administer more complex accounts while ensuring compliance with legal and fiduciary regulations, and with relevant policies and procedures.
• Manage and/or oversee a diverse book of business with varying account types.
• Handle risk management and resolution of legal and compliance-related issues for assigned accounts.
• Communicate with clients and business partners, solve problems, and escalate anticipated or known client issues/concerns.
• Identify continuous process improvement opportunities.
• Maintain and retain assets under management or under administration by educating clients on available tools and resources with clients, beneficiaries, and gatekeepers.
• Meet regularly with clients both on and/or off bank premises to maintain relationships.
• Identify client needs and refer partners for other bank products and services as sales opportunities.
• Cultivate a referral network through client relationships.
• Work with partners in support of customer communications, technology needs, or presentations, and introduce team members as needed to meet client needs.
• Prepare and present appropriate materials for management or committee review.

Qualifications

• Roles at this level typically require a university/college degree, with 3+ years of relevant/direct industry experience.
• Certifications are often desired; in lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Preferred Qualifications

• Asset Management
• Client Relationship Building
• Consumer Lending
• Credit Risk Analysis
• Financial Operations
• General Ledger (GL)
• Process Improvements

Required Skills & Competencies

• Account Management
• Accuracy and Attention to Detail
• Business Development
• Effective Communications
• Industry Knowledge
• Problem Solving
• Regulatory Environment – Financial Services
• Relationship Management

Education, Certifications, and Licenses

• Education: Bachelors
• Certifications: No Required Certification(s)
• Licenses: No Required License(s)

Language Assessments

• No Required or Preferred Language Assessments

Compensation & Benefits

Base Salary

• $63,750.00 – $106,250.00

Salaries may vary based on geographic location, market data, and on individual skills, experience, and education. This role is incentive eligible, with payment based upon company, business and/or individual performance.

Benefits (full-time options, depending on eligibility)

• 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 employer match, pension, and stock purchase plans
• Dependent care reimbursement account
• Back-up child/elder care
• Adoption, surrogacy, and doula reimbursement
• Educational assistance (including select programs fully paid)
• Wellness program with financial incentives

Paid Time Off (depending on eligibility)

• Maternity and/or parental leave
• Up to 11 paid holidays each year
• 9 occasional absence days each year, unless otherwise required by law
• 15 to 25 vacation days each year, depending on career level
• Years of service

Application Window

Generally expected to be posted for two business days from 10/23/2026, though it may be longer with business discretion.

Location

Remote in Pennsylvania or Ohio.

Additional Statements

• Disability accommodations: Reasonable accommodations are available for applicants with disabilities who need accommodation to perform essential functions.
• Equal Employment Opportunity: Equal employment opportunity is provided regardless of protected characteristics.
• Regulatory eligibility: This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit hiring individuals with certain criminal history.
• California Residents: California Consumer Privacy Act privacy notice applies to how personal information may be used or disclosed in hiring practices.