Private Banking Advisor II – High-Net-Worth Solutions

PNC Financial Services Group, Inc.; United States; On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Medical/prescription drug coverage (H)

Dental and vision options

Life insurance

Disability protection

401(k) with PNC match

Pension and stock purchase plans

Dependent care reimbursement

Back-up child/elder care

Educational assistance

Wellness program

Paid time off

Job summary

PNC Financial Services Group, Inc. is seeking a Banking Advisor II within its Private Bank in Pittsburgh, PA.

You will identify and provide guidance on credit and cash management solutions for high-net-worth clients, meeting with clients to promote AMG banking products while building trusted relationships with internal and external partners. Under limited supervision, you will support loan origination, financial analysis, and documentation, while ensuring compliance with banking policies and

Qualifications

• Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
• Roles typically require a university/college degree with 3+ years of relevant experience; certifications are often desired.

Responsibilities

• Identifies and provides guidance on credit and cash management solutions for high-net-worth clients as part of Private Banking.
• Meets with clients to introduce and sell AMG banking products and services.
• Manages/monitors book of business to ensure client satisfaction and retention.

Skills

Book Of Business

Client Satisfaction

Customer Retentions

Financial Management

Financial Performance

Portfolio Management

Sales Process Competencies

Client Relationship Management

Decision Making

Critical Thinking

Effective Communications

Managing Multiple Priorities

Problem Solving

Products and Services

Selling

Education

Bachelor's degree

Job description

PNC Financial Services Group, Inc. is seeking a Banking Advisor II within its Private Bank in Pittsburgh, PA.

You will identify and provide guidance on credit and cash management solutions for high-net-worth clients, meeting with clients to promote AMG banking products while building trusted relationships with internal and external partners. Under limited supervision, you will support loan origination, financial analysis, and documentation, while ensuring compliance with banking policies and