Senior Private Banking Advisor for HNW Clients

PNC; Erie (Erie County); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical coverage

Dental and vision

401(k) with match

Education assistance

Wellness program

Job summary

PNC is seeking a Banking Advisor III for its Private Bank in Erie, PA. You will identify and guide high-net-worth clients on credit and cash management solutions, meeting with clients to introduce AMG banking products and collaborate with partners to execute transactions.

A strong focus on risk assessment and client satisfaction drives success. You will mentor junior teammates, ensure regulatory compliance, and build durable client relationships while managing a portfolio within PNC's Private

Qualifications

• Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience.
• Specific certifications are often required.

Responsibilities

• Identify and provide guidance on credit and cash management solutions for high-net-worth clients.
• Meet with clients to introduce AMG banking products and services.
• Build relationships with internal/external partners to execute transactions.
• Analyze and mitigate credit risk for complex requests per internal policies.
• Lead and mentor junior team members and ensure policy compliance.

Skills

Book Of Business

Client Satisfaction

Customer Retentions

Financial Management

Financial Performance

Portfolio Management

Sales Process

Client Relationship Management

Credit Analysis and Verification

Decision Making and Critical Thinking

Effective Communications

Managing Multiple Priorities

Problem Solving

Products and Services

Sales Negotiating

Value Selling

Education

Bachelors

Job description

PNC is seeking a Banking Advisor III for its Private Bank in Erie, PA. You will identify and guide high-net-worth clients on credit and cash management solutions, meeting with clients to introduce AMG banking products and collaborate with partners to execute transactions.

A strong focus on risk assessment and client satisfaction drives success. You will mentor junior teammates, ensure regulatory compliance, and build durable client relationships while managing a portfolio within PNC's Private