PNC · 4 months ago
Banking Advisor Senior (MLO) - PNC Private Bank
FL - Coral Gables
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expPNC is a leading financial services institution, and they are seeking a Senior Banking Advisor to join their Private Bank organization. The role involves identifying and selling banking products to clients, ensuring compliance with policies, and providing leadership and mentorship to team members.
BankingFinanceFinancial Services
No H1B
Responsibilities
Identifies and sells AMG banking products and services to internal and external clients. Ensures compliance with current banking policies and regulations. Provides leadership and mentoring to members of team
Demonstrates, while meeting with clients both inside and outside the office, advanced knowledge in identifying and selling solutions to high-net-worth clients
Builds relationships with internal and external customers through effective utilization of appropriate tools or technologies
Makes day-to-day decisions in executing AMG banking transactions to ensure quality and efficiency
Manages/monitors book of business to ensure client satisfaction, client retention and expansion of sales revenue
Qualification
Required
Bachelors
8+ years of industry relevant experience
Strong network and presence within the Miami market
Bilingual in the Spanish language
Knowledgeable of the values and practices that align customer needs and satisfaction
Ability to leverage information in creating customized customer solutions
Assessing and effectively managing all of the risks associated with business objectives and activities
Demonstrates advanced knowledge in identifying and selling solutions to high-net-worth clients
Builds relationships with internal and external customers
Makes day-to-day decisions in executing banking transactions
Manages/monitors book of business to ensure client satisfaction, retention, and expansion of sales revenue
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
9 occasional absence days each year, unless otherwise required by law
Between 15 to 25 vacation days each year, depending on career level
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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