Senior Private Banking Advisor

PNC Financial Services Group; Erie (Erie County); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Pension and stock purchase plans

Education assistance

Paid time off

Job summary

PNC Financial Services Group in Erie, PA, is seeking a Banking Advisor III for its Private Bank. This in-office role focuses on high-net-worth client advisory, credit analysis, and AMG product solutions, with emphasis on relationship building across internal and external partners.

The ideal candidate will have a university degree and 5+ years of industry experience, with strong leadership and compliance capabilities to mentor juniors and ensure policy adherence.

Qualifications

• Typically requires a university/college degree with 5+ years of industry experience.
• Certifications are often required.
• In lieu of a degree, a comparable combination of education, job specific certification(s), and experience may be considered.

Responsibilities

• Identify and advise on credit and cash management solutions for high-net-worth clients.
• Meet with clients to introduce and sell AMG banking products and services.
• Build relationships with internal and external partners and COIs.
• Originate, analyze, negotiate, and document banking products; manage book of business.
• Lead and mentor junior team members and ensure compliance with policies.

Skills

Client Relationship Management

Credit Analysis

Decision Making

Critical Thinking

Sales Negotiating

Value Selling

Effective Communications

Education

Bachelor's

Job description

PNC Financial Services Group in Erie, PA, is seeking a Banking Advisor III for its Private Bank. This in-office role focuses on high-net-worth client advisory, credit analysis, and AMG product solutions, with emphasis on relationship building across internal and external partners.

The ideal candidate will have a university degree and 5+ years of industry experience, with strong leadership and compliance capabilities to mentor juniors and ensure policy adherence.