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PNC · 23 hours ago

Banking Advisor III - PNC Private Bank

San Francisco, CA

Full-time

Hybrid

Mid, Senior Level

$104K/yr - $284K/yr

5+ years exp

PNC is a company that values its people as its greatest differentiator and competitive advantage. 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, while also building relationships and managing banking products.

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

Client Relationship ManagementFinancial ManagementCredit Risk AnalysisSales ProcessPortfolio ManagementManaging Multiple PrioritiesEffective CommunicationsProblem SolvingDecision Making

Required

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

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

Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions

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

Roles 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

Bachelors