Private Banking Advisor II — HNW Credit & Relationships

PNC Financial Services Group, Inc.; Bridgewater Township (NJ); Presencial; USD 90.000 - 130.000; Jornada completa

Descripción de la vacante

PNC Financial Services Group, Inc. seeks a Banking Advisor II in Private Banking to guide high-net-worth clients on credit and cash management, while developing relationships with internal partners and COIs.

The role involves origination, analysis, and documentation of banking solutions and ongoing client satisfaction. Based in Pittsburgh, PA, East Hanover, NJ or Philadelphia, PA, the position requires 3+ years of direct experience and a university degree.

Formación

• University/college degree required with 3+ years of relevant industry experience.
• Certifications are often desired; in lieu of a degree, a comparable combination of education and experience may be considered.
• Licenses: No Required License(s). Language Assessments: No Required or Preferred.

Responsabilidades

• Identifies and provides guidance on credit and cash management solutions for high-net-worth clients.
• Meets with clients to introduce AMG banking products and services and builds relationships with partners.
• Manages origination, financial analysis, negotiation and documentation of banking products.
• Monitors book of business to ensure client satisfaction, retention and revenue growth.
• Analyzes credit risk using advanced fundamentals and internal policies; ensures compliance.

Conocimientos

Book Of Business

Client Satisfaction

Customer Retentions

Financial Management

Portfolio Management

Sales Process Competencies

Credit Analysis and Verification

Decision Making and Critical Thinking

Effective Communications

Managing Multiple Priorities

Problem Solving

Products and Services

Sales Negotiating

Value Selling

Educación

Bachelor's degree

Descripción del empleo

PNC Financial Services Group, Inc. seeks a Banking Advisor II in Private Banking to guide high-net-worth clients on credit and cash management, while developing relationships with internal partners and COIs.

The role involves origination, analysis, and documentation of banking solutions and ongoing client satisfaction. Based in Pittsburgh, PA, East Hanover, NJ or Philadelphia, PA, the position requires 3+ years of direct experience and a university degree.