Senior Private Banking Advisor - Wealth & Credit Solutions

PNC Financial Services Group, Inc.; Millburn (NJ); On-site; USD 91,000 - 203,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Pension and stock purchase plans

Educational assistance

Wellness program

Paid holidays

Job summary

PNC Financial Services Group, Inc. in the United States is seeking a Banking Advisor within the Private Bank Connect organization.

The role focuses on advising high-net-worth clients on credit and cash management solutions, building strong client relationships, and guiding cross-functional teams to deliver best-in-class financial services. The position emphasizes leadership, risk assessment, and ongoing development of advisory capabilities in a virtual, high-volume setting.

Qualifications

• Knowledge, skills and abilities for high-net-worth client engagement within private banking.
• Experience meeting credit and cash management needs for affluent clients.
• Understanding of banking products and risk management principles is expected.

Responsibilities

• Identify and advise on credit and cash management solutions for high-net-worth clients as part of Private Banking.
• Build and sustain relationships with clients, partners, and centers of influence to grow revenue.
• Originate, analyze, negotiate, and document credit and non-credit products; monitor book of business.
• Assess and mitigate credit risk using internal policies and fundamentals.
• Provide leadership and mentoring to junior team members and ensure policy compliance.

Skills

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

Bachelor's degree

Job description

PNC Financial Services Group, Inc. in the United States is seeking a Banking Advisor within the Private Bank Connect organization.

The role focuses on advising high-net-worth clients on credit and cash management solutions, building strong client relationships, and guiding cross-functional teams to deliver best-in-class financial services. The position emphasizes leadership, risk assessment, and ongoing development of advisory capabilities in a virtual, high-volume setting.