Private Banking Advisor II — HNW Client Solutions

PNC; Bridgewater (MA); On-site; USD 90,000 - 130,000; Full time

Job summary

PNC seeks an Banking Advisor II in Private Banking to deliver credit and cash management guidance to high-net-worth clients. You will meet clients, introduce AMG products, and partner with internal teams to grow relationships and revenue.

Based in a chosen U.S. city, this in-office role emphasizes risk-aware decision making, compliance, and exceptional client service for a growing private banking portfolio.

Qualifications

• Experience with high-net-worth client servicing within private banking.
• Ability to analyze credit requests and advise on banking products.
• Knowledge of enterprise risk and banking policies.

Responsibilities

• Identify and guide on credit and cash management solutions for HNW clients.
• Meet with clients to introduce AMG banking products; build relationships.
• Support banking transactions, origination, analysis, negotiation and documentation.
• Manage book of business to ensure satisfaction and expansion of revenue.
• Analyze credit risk and ensure compliance with policies and regulations.

Skills

Book Of Business

Client Satisfaction

Customer Retentions

Financial Management

Financial Performance

Portfolio Management

Sales Process

Client Relationship Management

Credit Analysis and Verification

Decision Making and Critical Thinking

Effective Communications

Managing Multiple Priorities

Problem Solving

Products and Services

Sales Negotiating

Value Selling

Education

Bachelors

Job description

PNC seeks an Banking Advisor II in Private Banking to deliver credit and cash management guidance to high-net-worth clients. You will meet clients, introduce AMG products, and partner with internal teams to grow relationships and revenue.

Based in a chosen U.S. city, this in-office role emphasizes risk-aware decision making, compliance, and exceptional client service for a growing private banking portfolio.