Private Banking Advisor II: HNW Solutions & Relationships

PNC; Houston (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical/dental/vision coverage

401(k) with company match

Paid holidays

Job summary

PNC is seeking a Banking Advisor II within its Private Banking group in Houston, TX. You will identify and guide high-net-worth clients on credit and cash management solutions, while building relationships with clients and internal partners.

Under limited supervision, you will originate and analyze credit and non-credit products, ensuring client satisfaction and retention. The role emphasizes risk analysis, policy compliance, and enhancing overall revenue from the book of business.

Qualifications

• Roles at this level typically require a university/college degree with several years of direct industry experience.
• Strong relationship management and client service focus in a private banking setting.
• Experience presenting and selling private banking products and services.

Responsibilities

• Identify and advise on credit and cash management solutions for high-net-worth clients.
• Meet with clients to introduce and sell AMG banking products and services; build client relationships.
• Handle origination, financial analysis, negotiation, and documentation of banking products.
• Manage book of business to ensure client satisfaction, retention, and revenue growth.
• Assess credit risk and ensure compliance with banking policies/regulations.

Skills

Book Of Business

Client Satisfaction

Customer Retentions

Financial Management

Financial Performance

Portfolio Management

Sales Process

Education

Bachelor's degree

Job description

PNC is seeking a Banking Advisor II within its Private Banking group in Houston, TX. You will identify and guide high-net-worth clients on credit and cash management solutions, while building relationships with clients and internal partners.

Under limited supervision, you will originate and analyze credit and non-credit products, ensuring client satisfaction and retention. The role emphasizes risk analysis, policy compliance, and enhancing overall revenue from the book of business.