Private Banking Advisor II: Wealth Solutions for HNW

PNC; Pittsburgh (Allegheny County); On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Paid time off

Pension plan

Stock purchase plan

Job summary

PNC is seeking a Banking Advisor II in Private Banking to serve high-net-worth clients across Pittsburgh, East Hanover, and Philadelphia markets. You will provide credit and cash-management guidance, originate and analyze products, and cultivate relationships with internal partners to grow the book of business.

Requirements include a bachelor’s degree and 3+ years of experience; you will assess credit risk and ensure policy compliance while delivering exceptional client service.

Qualifications

• Roles typically require a university/college degree.
• 3+ years of relevant / direct industry experience.
• Certifications are often desired.

Responsibilities

• 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 day-to-day banking transactions and handles origination, analysis, negotiation and documentation.
• Monitors book of business to ensure client satisfaction and revenue growth.
• Analyzes credit risk per internal policies and ensures regulatory compliance.

Skills

Client relationships

Credit analysis

Sales negotiation

Effective communication

Risk assessment

Problem solving

Education

Bachelor's degree

Job description

PNC is seeking a Banking Advisor II in Private Banking to serve high-net-worth clients across Pittsburgh, East Hanover, and Philadelphia markets. You will provide credit and cash-management guidance, originate and analyze products, and cultivate relationships with internal partners to grow the book of business.

Requirements include a bachelor’s degree and 3+ years of experience; you will assess credit risk and ensure policy compliance while delivering exceptional client service.