Private Banking Advisor II: HNW Solutions & Credit Risk

Jobtailor; New Jersey; On-site; USD 130,000 - 180,000; Full time

Job summary

PNC's Private Banking team is seeking a seasoned advisor to identify credit and cash management solutions for high-net-worth clients in New Jersey. You will meet with clients to introduce and sell AMG banking products, build wide internal and external relationships, and support day-to-day banking transactions.

You will originate and analyze credit and non-credit banking products, manage a book of business for client satisfaction and revenue growth, and ensure compliance with banking policies and

Qualifications

• Bachelor's degree typically required.
• 3+ years of relevant / direct industry experience.
• Comparable combination of education, job-specific certification(s), and experience, including military service, may be considered in lieu of a degree.
• Knowledge of advanced credit fundamentals and internal credit policies.
• Ability to analyze, evaluate, and mitigate credit risk.
• Ability to ensure compliance with banking policies and regulations.
• Client relationship management.
• Credit analysis and verification.
• Decision making and critical thinking.
• Effective communications.
• Managing multiple priorities.
• Problem solving.
• Products and services knowledge.
• Sales negotiating.
• Value selling.
• No required certifications or licenses.
• No required or preferred language assessments.
• Must comply with Section 19 of the Federal Deposit Insurance Act and, for any registered role, the SAFE Act and/or FINRA requirements
• PNC will not provide sponsorship for employment visas or participate in STEM OPT

Responsibilities

• Identify and provide guidance on appropriate credit and cash management solutions for current and prospective high-net-worth clients
• Meet with internal and external clients to introduce and sell AMG banking products and services
• Build relationships with internal and external partners, clients, and centers of influence
• Make day-to-day decisions supporting clients with banking transactions
• Originate, perform financial analysis for, negotiate, and document credit and non-credit banking products and services
• Manage and monitor book of business to ensure client satisfaction, client retention, and sales revenue expansion
• Analyze, evaluate, and mitigate credit risk for credit requests
• Ensure compliance with current banking policies and regulations
• Work as part of PNC's Private Banking organization with limited supervision from Senior Banking Advisors

Skills

Credit Analysis

Client Relationship Management

Risk Mitigation

Sales Negotiating

Compliance with Banking Regulations

Education

Bachelor's degree

Job description

PNC's Private Banking team is seeking a seasoned advisor to identify credit and cash management solutions for high-net-worth clients in New Jersey. You will meet with clients to introduce and sell AMG banking products, build wide internal and external relationships, and support day-to-day banking transactions.

You will originate and analyze credit and non-credit banking products, manage a book of business for client satisfaction and revenue growth, and ensure compliance with banking policies and