Senior Private Banking Advisor for High-Net-Worth Clients

PNC Financial Services Group, Inc.; Vero Beach (FL); On-site; USD 91,000 - 203,000; Full time

Benefits offered by this job

Medical/dental/vision coverage

401(k) with company match

Pension and stock purchase plans

Paid time off and holidays

Job summary

PNC Financial Services Group, Inc. is seeking a Banking Advisor within the Private Bank Connect organization. The role focuses on delivering best-in-class products and advice to high-net-worth clients through a virtually delivered, high-volume environment.

The position emphasizes relationship development, credit and cash management knowledge, and leadership to junior staff, with in-office expectations and strong compliance with banking regulations.

Qualifications

• Knowledge, skills, and abilities for Private Banking role.
• 5+ years of industry-relevant experience.
• Certifications/licensures as required.

Responsibilities

• Identifies and provides guidance and advice on credit and cash management solutions for high-net-worth clients as part of Private Banking.
• Builds relationships with internal/external partners and clients to drive AMG banking transactions.
• Origination, financial analysis, negotiation and documentation of banking products; manages book of business.
• Analyzes, evaluates and mitigates credit risk for complex requests per internal policies.
• Provides leadership and mentoring to junior team members and ensures policy compliance.

Skills

Credit analysis

Relationship management

Financial analysis

Client engagement

Sales ability

Education

Bachelor's degree

Job description

PNC Financial Services Group, Inc. is seeking a Banking Advisor within the Private Bank Connect organization. The role focuses on delivering best-in-class products and advice to high-net-worth clients through a virtually delivered, high-volume environment.

The position emphasizes relationship development, credit and cash management knowledge, and leadership to junior staff, with in-office expectations and strong compliance with banking regulations.