Private Banking Advisor — HNW Relationships & Credit

PNC; Doylestown (Bucks County); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Medical coverage

Dental/vision

Life insurance

Disability protection

401(k) with match

Paid holidays

Vacation days

Education assistance

Wellness program

Job summary

PNC is seeking a Senior Banking Advisor for its Private Bank, based in the Doylestown, PA office. The role focuses on advising high-net-worth clients, structuring credit and cash management solutions, and expanding AMG banking products within a dedicated Private Banking team.

The position emphasizes relationship-building, risk management, and team leadership in an in-office setting. PNC will not sponsor employment visas or STEM OPT for this role.

Qualifications

• Roles at this level typically require a university / college degree.
• Industry relevant experience is typically 8+ years.
• Specific certifications are often required.
• No Required Certification(s)

Responsibilities

• Identify and provide guidance on credit and cash management solutions for high-net-worth clients as part of a Private Banking team.
• Build relationships with internal/external partners and COIs to introduce AMG banking products and services.
• Originate, analyze, negotiate, and document credit and non-credit banking products; manage/monitor book of business for client satisfaction and retention.
• Analyze and mitigate credit risk for complex requests per internal policies.
• Provide leadership and mentoring to team members and ensure regulatory compliance.

Skills

Book Of Business

Client Satisfaction

Customer Retentions

Financial Management

Financial Performance

Portfolio Management

Sales Process

Education

Bachelors

Job description

PNC is seeking a Senior Banking Advisor for its Private Bank, based in the Doylestown, PA office. The role focuses on advising high-net-worth clients, structuring credit and cash management solutions, and expanding AMG banking products within a dedicated Private Banking team.

The position emphasizes relationship-building, risk management, and team leadership in an in-office setting. PNC will not sponsor employment visas or STEM OPT for this role.