Houston-Based Private Banking Advisor II - HNW

PNC Financial Services Group, Inc.; Houston (TX); Hybrid; USD 90,000 - 130,000; Full time

Job summary

PNC Financial Services Group, Inc. in Houston is hiring a Banking Advisor II within Private Banking.

You identify and advise on credit and cash management solutions for high-net-worth clients and collaborate with internal partners to grow the client book. With limited supervision from senior Banking Advisors, you meet clients to introduce and sell AMG banking products, perform credit analyses, document transactions, and ensure compliance with policies while maintaining strong client

Qualifications

• Bachelor's degree required.
• 3+ years of relevant/direct industry experience.
• Strong credit risk evaluation and client advisory skills.
• Proven ability to build and manage client relationships.

Responsibilities

• Identify and provide guidance on credit and cash management solutions for high-net-worth clients as part of Private Banking.
• Meet with clients and internal partners to introduce AMG banking products and services.
• Handle origination, financial analysis, negotiation and documentation of banking products.
• Manage and monitor book of business to ensure client satisfaction and revenue growth.
• Analyze credit risk and ensure compliance with banking policies.

Skills

Client relationship management

Credit analysis

Sales & advisory

Communication

Decision making

Education

Bachelor's degree

Job description

PNC Financial Services Group, Inc. in Houston is hiring a Banking Advisor II within Private Banking.

You identify and advise on credit and cash management solutions for high-net-worth clients and collaborate with internal partners to grow the client book. With limited supervision from senior Banking Advisors, you meet clients to introduce and sell AMG banking products, perform credit analyses, document transactions, and ensure compliance with policies while maintaining strong client