Senior Private Banking Advisor — Wealth & Credit

PNC Financial Services Group, Inc.; Doylestown (Bucks County); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Health insurance

Dental coverage

401(k) match

Paid time off

Job summary

PNC Financial Services Group, Inc. in the Doylestown, PA area is seeking a Senior Banking Advisor for its Private Bank.

The role focuses on high-net-worth client guidance, credit and cash-management solutions, and relationship-building across internal and external partners. The ideal candidate has a university degree with 8+ years of industry experience in private banking or wealth management and relevant certifications are welcome.

Qualifications

• University degree required; higher degrees or certifications desirable.
• 8+ years of industry experience in private banking or wealth management.
• Certifications may be considered.

Responsibilities

• Identifies and advises on credit and cash management solutions for high-net-worth clients within the Private Banking team.
• Builds relationships with internal and external partners to introduce and sell AMG banking products and services.
• Origination, analysis, negotiation, and documentation of banking products; manages book of business to ensure client satisfaction and retention.
• Mitigates credit risk and ensures compliance with banking policies and regulations.

Education

Bachelor's

Job description

PNC Financial Services Group, Inc. in the Doylestown, PA area is seeking a Senior Banking Advisor for its Private Bank.

The role focuses on high-net-worth client guidance, credit and cash-management solutions, and relationship-building across internal and external partners. The ideal candidate has a university degree with 8+ years of industry experience in private banking or wealth management and relevant certifications are welcome.