Private Banking Advisor III – HNW Relationship Builder

PNC; Philadelphia (Philadelphia County); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical coverage

Dental and vision options

401(k) with PNC match

Paid time off

Job summary

PNC | Private Bank – Banking Advisor III in Philadelphia, PA is based at 1600 Market Street. You will manage a book of Private Bank clients, grow the book, and work with a team to deliver tailored AMG banking solutions.

The ideal candidate brings experience managing a book of business with sales goals for high‑net‑worth clients, with credit and lending knowledge as a plus. This in‑office role emphasizes relationship development and risk management within PNC's Private Bank.”

Qualifications

• Experience managing a book of business with sales goals.
• Experience supporting High Net Worth clients.
• Credit and lending experience would be beneficial.

Responsibilities

• Identifies and provides guidance on credit and cash management solutions for high‑net‑worth clients as part of Private Banking.
• Meets with internal and external clients to introduce and sell AMG banking products and services.
• Builds relationships with internal/external partners, clients, and COIs; makes day‑to‑day decisions in AMG banking transactions.
• Analyzes and mitigates credit risk for complex requests using internal policies.
• Provides leadership and mentoring to junior team members and ensures regulatory compliance.

Skills

Book of business management

High Net Worth clients

Credit & lending knowledge

Education

Bachelor's degree

Job description

PNC | Private Bank – Banking Advisor III in Philadelphia, PA is based at 1600 Market Street. You will manage a book of Private Bank clients, grow the book, and work with a team to deliver tailored AMG banking solutions.

The ideal candidate brings experience managing a book of business with sales goals for high‑net‑worth clients, with credit and lending knowledge as a plus. This in‑office role emphasizes relationship development and risk management within PNC's Private Bank.”