Private Banking Advisor II – HNW Wealth Solutions

PNC Financial Services Group, Inc.; Pittsburgh, Northern (Allegheny County, KY); Hybrid; USD 75,000 - 125,000; Full time

Benefits offered by this job

Medical/dental/vision coverage

401(k) with company match

Pension and stock purchase plans

Paid time off and holidays

Educational assistance

Job summary

PNC Financial Services Group, Inc. is seeking a Banking Advisor II within its Private Banking team, based in Pittsburgh, PA, East Hanover, NJ, or Philadelphia, PA.

You will advise high-net-worth clients on credit and cash management solutions, build relationships with clients and partners, and manage a book of business to drive retention and revenue. With limited supervision, you will analyze credit requests, ensure compliance with policies, and collaborate to deliver customized banking

Qualifications

• University/college degree required; 3+ years of relevant/direct industry experience.

Responsibilities

• Identify and advise on credit and cash management solutions for high-net-worth clients.
• Meet with clients to introduce AMG banking products and services.
• Manage/monitor book of business to ensure satisfaction, retention and revenue growth.
• Analyze credit risk using internal policies and provide compliant solutions.

Skills

Book Of Business

Client Satisfaction

Customer Retentions

Financial Management

Financial Performance

Portfolio Management

Sales Process Competencies

Client Relationship Management

Credit Analysis

Decision Making

Critical Thinking

Effective Communications

Managing Priorities

Problem Solving

Products and Services

Sales Negotiating

Value Selling

Education

Bachelor's

Job description

PNC Financial Services Group, Inc. is seeking a Banking Advisor II within its Private Banking team, based in Pittsburgh, PA, East Hanover, NJ, or Philadelphia, PA.

You will advise high-net-worth clients on credit and cash management solutions, build relationships with clients and partners, and manage a book of business to drive retention and revenue. With limited supervision, you will analyze credit requests, ensure compliance with policies, and collaborate to deliver customized banking