Banking Advisor Senior

PNC Financial Services Group, Inc.; Coral Gables (FL); Presencial; USD 120 000 - 180 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical and dental insurance

401(k) with company match

Educational assistance

Wellness program

Resumo da oferta

PNC Financial Services Group, Inc. in Coral Gables, FL is seeking a Senior Banking Advisor for its Private Bank.

The role requires leveraging networks to advise high-net-worth clients on credit and cash management, and building strong cross‑functional relationships in an in-office environment. Candidates should have a university degree, 8+ years of experience, and a preference for bilingual Spanish/English.

Qualificações

• University degree required; advanced degrees or certifications desirable.
• 8+ years industry experience in private banking or wealth management.
• Background checks may be required per CFPB regulations.
• Bilingual Spanish/English preferred.

Responsabilidades

• Identify and provide guidance on credit and cash management solutions for high-net-worth clients.
• Leverage internal/external networks to introduce and sell AMG banking products and services.
• Build relationships with internal and external partners, clients and COIs.
• Execute AMG banking transactions with quality and efficiency.
• Lead and mentor team members and ensure compliance with banking policies.

Conhecimentos

Book Of Business

Client Relationship Management

Sales Process Competencies

Financial Management

Selling

Client Satisfaction

Decision Making and Critical Thinking

Effective Communications

Managing Multiple Priorities

Problem Solving

Portfolio Management

Bilingual Spanish/English

Formação académica

Bachelor's degree

Certifications

Licenses

No Required Certification(s)

Descrição da oferta de emprego

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. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success.

As a Senior Banking Advisor within PNC's Private Bank organization, you will be based in Coral Gables, FL. In this role you will need to be based within the Miami market, and will need to have a strong network and presence within this area. Lastly, there is a preference for bi-lingual Spanish English fluency. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

Identifies and provides guidance and advice on appropriate credit and cash management solutions for current and prospective high-net worth clients as part of a broader Private Banking team.

Leverages developed networks of internal and external clients to introduce and sell AMG banking products and services.

Highly proficient at building relationships with internal and external partners, clients and COIs.

Makes day-to-day decisions in executing AMG banking transactions to ensure quality and efficiency.

Highly proficient in the origination, financial analysis, negotiation and documentation of credit and non-credit banking products and services.

Manages/monitors book of business to ensure client satisfaction, client retention and expansion of sales revenue.

Demonstrates advanced ability to analyze, evaluate, structure, and mitigate credit risk for the most complex credit requests by utilizing knowledge of advanced credit fundamentals and internal credit policies.

Provides leadership and mentoring to members of team. Ensures compliance with current banking policies and regulations.

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.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred Skills

• Book Of Business
• Client Satisfaction
• Customer Retentions
• Financial Management
• Financial Performance
• Portfolio Management
• Sales Process Competencies
• Client Relationship Management
• Decision Making and Critical Thinking
• Effective Communications
• Managing Multiple Priorities
• Problem Solving
• Products and Services
• Selling

Work Experience

Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

• Bachelors
• Certifications
• No Required Certification(s)
• Licenses

Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

Language Assessments

No Required or Preferred Language Assessments

Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include:

• 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 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
• a robust wellness program with financial incentives

Paid Time Off

In addition, PNC generally provides the following paid time off, depending on your eligibility:

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

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at [e-mail]. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

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. 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 the hiring of individuals with certain criminal history.

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.

For nearly 160 years, PNC has strived to make a meaningful impact for our employees, customers, communities, and shareholders. We believe our success and positive reputation are built on open and honest dialogue, an unwavering focus on smart risk management, relationship-based customer service and community investments. Our inclusive workplace allows our employees to be heard, valued, and developed to do their best work. Being a great place to work means we are making a lasting difference for everyone we serve.

Check out the top reasons to join PNC

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The benefits and programs highlighted below are just a sampling of what PNC offers its employees. To learn more, visit our Total Rewards page.