Senior Private Banking Advisor – HNW Credit & Wealth

PNC

United States

On-site

USD 100,000 - 160,000

Full time

14 days+

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Benefits offered by this job

Medical coverage
Dental coverage
Vision coverage
401(k) with match
Educational assistance

Job summary

PNC Financial Services Group, Inc. is seeking a Senior Banking Advisor in Private Bank to serve high-net-worth clients from Jacksonville, FL.

The role emphasizes credit and cash-management guidance within a collaborative Private Banking team, leveraging networks to expand AMG banking solutions. The candidate will build strong relationships with clients, COIs, and internal partners, lead credit analysis for complex requests, and mentor junior staff while ensuring compliance with policies and

Qualifications

  • 8+ years of industry experience.
  • Bachelor's degree required.
  • Certifications often required; specific licenses may apply.

Responsibilities

  • Identify and provide guidance on credit and cash management solutions for high-net-worth clients as part of Private Banking.
  • Leverage internal and external networks to introduce and sell AMG banking products and services.
  • Build and sustain relationships with clients, COIs, and partner teams.
  • Execute AMG banking transactions with attention to quality and efficiency.
  • Assess and mitigate credit risk for complex requests using advanced credit fundamentals.
  • Provide leadership and mentoring to team members and ensure compliance with banking policies and regulations.

Skills

Book Of Business
Client satisfaction
Customer retention
Financial management
Portfolio management
Credit analysis
Decision making
Effective communications
Managing priorities
Problem solving
Value selling
Sales negotiating

Education

Bachelor's degree

Job description

PNC Financial Services Group, Inc. is seeking a Senior Banking Advisor in Private Bank to serve high-net-worth clients from Jacksonville, FL.

The role emphasizes credit and cash-management guidance within a collaborative Private Banking team, leveraging networks to expand AMG banking solutions. The candidate will build strong relationships with clients, COIs, and internal partners, lead credit analysis for complex requests, and mentor junior staff while ensuring compliance with policies and

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