Private Banking Advisor II: Client Wealth & Credit

Fairygodboss; East Hanover (NJ); On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

Medical coverage

401(k) with company match

Pension and stock purchase plans

Job summary

PNC is seeking a Banking Advisor II within its Private Banking group. You will be based in Pittsburgh, PA, East Hanover, NJ or Philadelphia, PA, working with high-net-worth clients to provide tailored credit and cash management solutions.

The role emphasizes client relationships, risk assessment and cross-selling AMG banking products. As an in-office role, you will collaborate with internal partners, manage a book of business, and ensure compliance with banking policies and regulatory standards.

Qualifications

• University degree typically required with 3+ years of relevant/ direct industry experience
• Experience in credit analysis and evaluating risk in private banking preferred
• In-office role with locations in PA/NJ/ Philadelphia area

Responsibilities

• Identifies and provides guidance on credit and cash management solutions for high-net-worth clients within Private Banking.
• Meets with clients to introduce and sell AMG banking products; builds relationships with partners and COIs.
• Manages day-to-day client banking transactions and documents credit/non-credit products and services.
• Monitors book of business to ensure client satisfaction, retention and revenue growth.
• Analyzes credit risk using internal policies and regulatory requirements.

Skills

Client relationships

Credit analysis

Risk assessment

Sales process

Value selling

Education

Bachelor's degree

Tools

CRM systems

Financial analysis tools

Job description

PNC is seeking a Banking Advisor II within its Private Banking group. You will be based in Pittsburgh, PA, East Hanover, NJ or Philadelphia, PA, working with high-net-worth clients to provide tailored credit and cash management solutions.

The role emphasizes client relationships, risk assessment and cross-selling AMG banking products. As an in-office role, you will collaborate with internal partners, manage a book of business, and ensure compliance with banking policies and regulatory standards.