Senior Private Banking Advisor – Wealth & Credit

PNC Financial Services Group, Inc.; San Francisco (CA); On-site; USD 91,000 - 203,000; Full time

Benefits offered by this job

Medical coverage

Dental & vision coverage

Life insurance

Short & long-term disability

401(k) with company match

Pension and stock purchase plans

Dependent care reimbursement

Backup child/elder care

Educational assistance

Wellness program

11 paid holidays

Vacation days

Job summary

PNC Financial Services Group, Inc. in San Francisco seeks a Banking Advisor (SR, III, II, I) to serve high-net-worth clients with strategic credit and cash management guidance within Private Bank Connect. You will develop relationships, deliver AMG banking solutions and drive client retention and growth.

The role emphasizes risk assessment, credit analysis, and mentorship of junior staff while ensuring regulatory compliance. In-office role with potential for advanced levels based on experience.

Qualifications

• University degree with 5+ years of relevant experience.
• Certifications not required.

Responsibilities

• Identifies and provides guidance on credit and cash management solutions for current and prospective high-net-worth clients as part of a broader Private Banking team.
• Builds relationships with internal and external partners, clients and COIs; executes AMG banking transactions to ensure quality and efficiency.
• Proficient in origination, financial analysis, negotiation and documentation of banking products; manages book of business to ensure client satisfaction and growth.
• Analyzes, evaluates and mitigates credit risk using advanced credit fundamentals and internal policies.
• Provides leadership and mentoring to junior team members and ensures compliance with banking policies and regulations.

Skills

Book Of Business

Client Satisfaction

Customer Retentions

Financial Management

Financial Performance

Portfolio Management

Sales Process

Education

Bachelor's degree

Job description

PNC Financial Services Group, Inc. in San Francisco seeks a Banking Advisor (SR, III, II, I) to serve high-net-worth clients with strategic credit and cash management guidance within Private Bank Connect. You will develop relationships, deliver AMG banking solutions and drive client retention and growth.

The role emphasizes risk assessment, credit analysis, and mentorship of junior staff while ensuring regulatory compliance. In-office role with potential for advanced levels based on experience.