Live opening · Posted 9 days ago
At a glance
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About the role
Description supplied by the original job listing.
Position Overview
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued, and have an opportunity to contribute to the company’s success.
As a Banking Advisor (SR, III, II, I) within the PNC Private Bank Connect organization, you will be a trusted advisor within a virtually delivered, high-volume, fast-paced, ever-changing environment. You will serve as a strategic partner to clients by adding value and providing best-in-class products and business solutions. Your ability to develop and cultivate relationships will support the growth of the business through client retention, client deepening and client acquisition. Your dedication to growing relationships through the provision of advice and guidance around your client’s entire balance sheet, will support you and your team's success. In addition, opportunities for growing communication and inter-personal skills, credit and cash management product knowledge, best in class customer service delivery and virtual technology utilization, will differentiate you from other bankers within the industry.
This position is based in a local PNC location. Our virtually delivered advisory services allow our team to be located throughout the PNC Private Bank footprint.
*Your application will be reviewed for multiple levels of this role, and the appropriate level will be determined by your experience and qualifications.
*Previous PNC Private Bank experience strongly preferred.
PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
Identifies and provides guidance and advice on appropriate credit and cash management solutions for current and prospective high-net worth clients as part of a broader Private Banking team. Meets with internal and external clients to introduce and sell AMG banking products and services.
Proficient at building relationships with internal and external partners, clients and COIs. Makes day-to-day decisions in executing AMG banking transactions to ensure quality and efficiency.
Proficient in the origination, financial analysis, negotiation and documentation of credit and non-credit banking products and services. Manages/monitors book of business to ensure client satisfaction, client retention and expansion of sales revenue.
Demonstrates strong ability to analyze, evaluate and mitigate credit risk for complex credit requests by utilizing knowledge of advanced credit fundamentals and internal credit policies.
Provides leadership and mentoring to junior members of team. Ensures compliance with current banking policies and regulations.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred SkillsBook Of Business, Client Satisfaction, Customer Retentions, Financial Management, Financial Performance, Portfolio Management, Sales Process
CompetenciesClient 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
Work ExperienceRoles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
EducationBachelors
CertificationsNo Required Certification(s)
LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
Language Assessments
No Required or Preferred Language Assessments
Pay Transparency
Base Salary: $91,000.00 – $202,800.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
Application Window
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