Senior Private Banking Advisor — HNW Solutions

PNC

Lancaster (Lancaster County)

On-site

USD 120,000 - 150,000

Full time

3 days ago
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Benefits offered by this job

Health insurance
Dental and vision options
401(k) with PNC match
Pension and stock purchase plans
Educational assistance

Job summary

PNC is seeking a Banking Advisor Senior for its Private Banking group, based in Lancaster, PA or Mechanicsburg, PA. This in-office role focuses on delivering tailored credit and cash management solutions to high-net-worth clients, expanding AMG banking products, and leading a team while maintaining strong client relationships.

The ideal candidate brings extensive experience in credit analysis, relationship management, and the ability to navigate complex banking transactions, with a focus on risk

Qualifications

  • Requires a university degree; 8+ years of industry experience typical.
  • Strong credit analysis and risk assessment capabilities.
  • Proven ability to build and manage high-net-worth client relationships.

Responsibilities

  • Identify and advise on credit and cash management solutions for high-net-worth clients within Private Banking.
  • Leverage networks to expand AMG banking product adoption; collaborate with partners and COIs.
  • Originate, analyze, negotiate, and document credit and non-credit banking products; manage a book of business.
  • Evaluate and mitigate credit risk using internal policies; ensure client satisfaction and retention.
  • Provide leadership and mentoring; ensure adherence to banking policies and regulatory requirements.

Skills

Book of Business
Client Satisfaction
Customer Retention
Portfolio Management
Sales Process
Financial Management

Education

Bachelor’s

Job description

PNC is seeking a Banking Advisor Senior for its Private Banking group, based in Lancaster, PA or Mechanicsburg, PA. This in-office role focuses on delivering tailored credit and cash management solutions to high-net-worth clients, expanding AMG banking products, and leading a team while maintaining strong client relationships.

The ideal candidate brings extensive experience in credit analysis, relationship management, and the ability to navigate complex banking transactions, with a focus on risk

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