Senior Private Banking Advisor

PNC; Houston (TX); On-site; USD 95,000 - 115,000; Full time

Benefits offered by this job

Medical coverage

401(k) with match

Paid time off

Job summary

PNC Private Bank is seeking a Banking Advisor III in Houston, TX to serve high-net-worth clients with tailored credit and cash-management solutions. You will collaborate with internal and external partners to expand AMG banking products, manage a book of business and mentor junior staff.

The role emphasizes risk-aware credit analysis, relationship building, and adherence to bank policies in an in-office environment. A university degree and relevant experience are required.

Qualifications

• University / college degree required for role with 5+ years of industry experience.
• Bachelor's degree preferred; certifications/licensing not always required.
• No specific licenses required for this position.

Responsibilities

• Identify and advise on credit and cash management solutions for high-net-worth clients as part of Private Banking.
• Build relationships with clients, partners and COIs to drive AMG banking products and services.
• Originate, analyze, negotiate and document credit and non-credit banking products; monitor book of business.
• Analyze credit risk using internal policies and expertise to support complex requests.
• Provide leadership and mentoring to junior team members and ensure policy compliance.

Skills

Book Of Business

Client Satisfaction

Customer Retentions

Financial Management

Financial Performance

Portfolio Management

Sales Process

Education

Bachelors

Job description

PNC Private Bank is seeking a Banking Advisor III in Houston, TX to serve high-net-worth clients with tailored credit and cash-management solutions. You will collaborate with internal and external partners to expand AMG banking products, manage a book of business and mentor junior staff.

The role emphasizes risk-aware credit analysis, relationship building, and adherence to bank policies in an in-office environment. A university degree and relevant experience are required.