Senior Private Bank Advisor – Wealth & Credit

PNC

Pittsburgh (Allegheny County)

On-site

USD 91,000 - 203,000

Full time

41 hours ago
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Job summary

PNC Private Bank Connect seeks a Banking Advisor to deliver credit and cash management guidance to high-net-worth clients within a virtual, high-volume environment. You will act as a strategic partner, developing relationships that support client retention, deepening and acquisition while leveraging AMG banking products to provide tailored solutions.

This role is based in a local PNC location with virtual delivery across the Private Bank footprint; prior Private Bank experience is preferred and

Qualifications

  • University/college degree required with 5+ years of industry experience.
  • Certifications/licensures often required.
  • Strong knowledge of credit and cash management.

Responsibilities

  • Identify and provide guidance on appropriate credit and cash management solutions for current and prospective high-net-worth clients as part of a Private Banking team.
  • Build relationships with internal and external partners, clients and COIs; execute AMG banking transactions.
  • Originate, analyze, negotiate, and document credit and non-credit banking products; manage book of business.

Skills

Client relationships
Credit analysis
Sales negotiations
Value selling

Education

Bachelors

Job description

PNC Private Bank Connect seeks a Banking Advisor to deliver credit and cash management guidance to high-net-worth clients within a virtual, high-volume environment. You will act as a strategic partner, developing relationships that support client retention, deepening and acquisition while leveraging AMG banking products to provide tailored solutions.

This role is based in a local PNC location with virtual delivery across the Private Bank footprint; prior Private Bank experience is preferred and

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