Private Banking Advisor — High-Net-Worth Solutions

PNC; Pittsburgh (Allegheny County); Sur place; USD 90 000 - 130 000; Plein temps

Avantages offerts par ce poste

Health coverage

401(k) with match

Paid holidays

Vacation days

Life insurance

Disability protection

Résumé du poste

PNC is seeking a Banking Advisor II in the Private Bank, based in Pittsburgh, to deliver tailored credit and cash management solutions to high-net-worth clients and to build strong client relationships domestically. The role involves collaboration with internal partners and a focus on growth within the Private Banking team.

The position requires solid banking knowledge, adherence to policies, and the ability to manage risk while expanding the client book.

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 may be considered.

Responsabilités

• Identifies and provides guidance on appropriate credit and cash management solutions for current and prospective high-net-worth clients.
• Meets with internal and external clients to introduce and sell AMG banking products and services; builds relationships with partners, clients and COIs.
• Handles 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 ability to analyze, evaluate, and mitigate credit risk per internal policies and regulations.

Connaissances

Book Of Business

Client Satisfaction

Customer Retentions

Financial Management

Financial Performance

Portfolio Management

Sales Process

Formation

Bachelor's

Description du poste

PNC is seeking a Banking Advisor II in the Private Bank, based in Pittsburgh, to deliver tailored credit and cash management solutions to high-net-worth clients and to build strong client relationships domestically. The role involves collaboration with internal partners and a focus on growth within the Private Banking team.

The position requires solid banking knowledge, adherence to policies, and the ability to manage risk while expanding the client book.