PNC · 1 month ago
Banking Advisor III - Private Bank
Chicago, IL
Full-time
Hybrid
Mid, Senior Level
$65K/yr - $159K/yr
5+ years expPNC is a leading financial services company that values its employees as its greatest differentiator. The Banking Advisor III in the Private Bank organization is responsible for providing financial guidance to high-net worth clients, managing banking transactions, and ensuring client satisfaction while mentoring junior team members.
BankingFinanceFinancial Services
No H1B
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
University / college degree
5+ years of industry-relevant experience
Knowledge of advanced credit fundamentals and internal credit policies
Ability to analyze, evaluate and mitigate credit risk for complex credit requests
Proficient at building relationships with internal and external partners, clients and COIs
Proficient in the origination, financial analysis, negotiation and documentation of credit and non-credit banking products and services
Experience in managing/monitoring book of business to ensure client satisfaction, client retention and expansion of sales revenue
Leadership and mentoring skills
Compliance with current banking policies and regulations
Customer Focused
Managing Risk
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.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1975-11-17IPO
Leadership Team
Keith Hayes
SVP, PNC Aviation Finance
M
Michael Gaber
Senior Vice President - Originations
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