Private Banking Advisor II — Wealth Solutions Expert

PNC Financial Services Group, Inc.; Philadelphia (Philadelphia County); Presencial; USD 90.000 - 130.000; Jornada completa

Descripción de la vacante

PNC Financial Services Group, Inc. is seeking a Banking Advisor II within its Private Banking organization. The role focuses on delivering credit and cash management solutions to high-net-worth clients, with multiple base locations including Pittsburgh, PA, East Hanover, NJ, or Philadelphia, PA.

The position requires strong client relationship skills, advanced credit analysis, and the ability to collaborate with internal partners to grow revenue while ensuring compliance with banking regulations.

Formación

• University degree required with 3+ years of relevant/ direct industry experience.
• Certifications are often desired; no required certification(s).
• Experience in private banking or wealth management is preferred.

Responsabilidades

• Identify and advise on credit and cash management solutions for high-net-worth clients as part of a Private Banking team.
• Meet with clients to introduce and sell AMG banking products and services; build relationships with internal/external partners.
• Handle day-to-day banking transactions; originate, analyze, negotiate, and document banking products and services.
• Manage and monitor book of business to ensure client satisfaction and revenue growth.
• Analyze credit risk using internal policies to ensure compliance with banking regulations.

Conocimientos

Client relationships

Credit analysis

Risk management

Sales negotiations

Educación

Bachelor's degree

Descripción del empleo

PNC Financial Services Group, Inc. is seeking a Banking Advisor II within its Private Banking organization. The role focuses on delivering credit and cash management solutions to high-net-worth clients, with multiple base locations including Pittsburgh, PA, East Hanover, NJ, or Philadelphia, PA.

The position requires strong client relationship skills, advanced credit analysis, and the ability to collaborate with internal partners to grow revenue while ensuring compliance with banking regulations.