Senior Private Banking Advisor

PNC Financial Services Group; Mechanicsburg (Cumberland County); Presencial; USD 120 000 - 160 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical coverage

Pension plans

Stock purchase plans

Education assistance

Resumo da oferta

PNC Financial Services Group in Lancaster, PA or Mechanicsburg, PA is seeking a Senior Banking Advisor within its Private Bank. You will work with high-net-worth clients, provide credit and cash-management guidance, and coordinate AMG banking products with internal and external partners.

You will originate and analyze banking solutions, manage a book of business, mentor teammates, and ensure compliance with banking policies.

Qualificações

• Roles at this level typically require a university / college degree.
• Industry relevant experience is typically 8+ years.
• No Required Certification(s) is listed in the postings.

Responsabilidades

• Identifies and provides guidance on credit and cash management solutions for high-net-worth clients.
• Leverages networks to introduce and sell AMG banking products and services.
• Origination, financial analysis, negotiation and documentation of banking products.
• Manages/monitors book of business to ensure client satisfaction and retention.
• Provides leadership and mentoring; ensures compliance with banking policies.

Conhecimentos

Book Of Business

Client Satisfaction

Customer Retentions

Financial Management

Financial Performance

Portfolio Management

Sales Process

Formação académica

Bachelors

Descrição da oferta de emprego

PNC Financial Services Group in Lancaster, PA or Mechanicsburg, PA is seeking a Senior Banking Advisor within its Private Bank. You will work with high-net-worth clients, provide credit and cash-management guidance, and coordinate AMG banking products with internal and external partners.

You will originate and analyze banking solutions, manage a book of business, mentor teammates, and ensure compliance with banking policies.