Private Banking Associate — Client Growth & Insights

PNC Financial Services Group; Dallas (TX); Vor Ort; USD 64.000 - 128.000; Vollzeit

Benefits dieser Stelle

Health insurance

Dental and vision coverage

401(k) with PNC match

Zusammenfassung

PNC Financial Services Group seeks a Banking Advisor I for its Private Bank Connect team. This in-office role supports client relationships, offers guidance on balance sheet strategies, and collaborates with Senior Banking Advisors to grow client revenue.

Location flexibility includes Dallas, Cleveland, Denver or other PNC Private Bank sites. Applicants typically hold a Bachelor's degree with 2+ years of related experience.

Qualifikationen

• Typically requires a university degree with 2+ years of relevant professional experience.
• In lieu of a degree, a comparable combination of education and experience may be considered.
• Background in banking or financial services is preferred.

Aufgaben

• Works under the direction of Senior Banking Advisors to observe client meetings, Bank positioning, and client outreach activities.
• Assists Senior Banking Advisors in introducing AMG banking products and services to internal and external clients. Aids in prospect discovery, client pre-call planning /meeting prep, post call tracking and follow-up.
• Observes and assists in the origination, financial analysis, negotiation and documentation of credit and non-credit banking products and services.
• Assists in servicing book of business to ensure client satisfaction, client retention and expansion of sales revenue. Responsible for proactive outreach to clients based on guidance from Senior Banking Advisor.
• Demonstrates emerging ability to analyze, evaluate, and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies. Ensures compliance with current banking policies and regulations.

Kenntnisse

Book Of Business

Client Satisfaction

Customer Retentions

Financial Management

Financial Performance

Portfolio Management

Sales Process

Ausbildung

Bachelor's degree

Jobbeschreibung

PNC Financial Services Group seeks a Banking Advisor I for its Private Bank Connect team. This in-office role supports client relationships, offers guidance on balance sheet strategies, and collaborates with Senior Banking Advisors to grow client revenue.

Location flexibility includes Dallas, Cleveland, Denver or other PNC Private Bank sites. Applicants typically hold a Bachelor's degree with 2+ years of related experience.