PNC · 1 month ago
Banking Advisor III - PNC Private Bank
PNC is a financial services company that values its employees and aims to provide the best experience for its customers. As a Banking Advisor III within the PNC Private Bank organization, you will provide guidance on credit and cash management solutions for high-net worth clients and build strong relationships to ensure client satisfaction and retention.
BankingFinanceFinancial Services
Responsibilities
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
Qualification
Required
5+ years of industry-relevant experience
University / college degree or a comparable combination of education, job specific certification(s), and experience (including military service)
Strong ability to analyze, evaluate and mitigate credit risk for complex credit requests
Proficient in the origination, financial analysis, negotiation and documentation of credit and non-credit banking products and services
Proficient at building relationships with internal and external partners, clients and COIs
Demonstrates leadership and mentoring to junior members of team
Ensures compliance with current banking policies and regulations
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities
Preferred
Book Of Business
Client Satisfaction
Customer Retentions
Financial Management
Financial Performance
Portfolio Management
Sales Process
Benefits
Medical/prescription drug coverage (with a Health Savings Account feature)
Dental and vision options
Employee and spouse/child life insurance
Short and long-term disability protection
401(k) with PNC match
Pension and stock purchase plans
Dependent care reimbursement account
Back-up child/elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select programs fully paid
A robust wellness program with financial incentives
Maternity and/or parental leave
Up to 11 paid holidays each year
8 occasional absence days each year, unless otherwise required by law
Between 15 to 25 vacation days each year, depending on career level and years of service
Company
PNC
PNC is a financial service company providing bank deposits products and services to its community.
Funding
Current Stage
Public CompanyTotal Funding
unknown1975-11-17IPO
Leadership Team
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