PNC · 8 hours ago
Banking Advisor II - PNC Private Bank
PA - Philadelphia (19103)
Full-time
Onsite
Mid Level
3+ years expPNC is a leading financial services company that is dedicated to delivering the best experience for its customers. The Banking Advisor II role involves providing guidance on credit and cash management solutions for high-net worth clients, building relationships, and managing a book of business to ensure client satisfaction and retention.
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
With limited supervision from Senior Banking Advisors, meets with internal and external clients to introduce and sell AMG banking products and services
Builds relationships with internal and external partners, clients and COIs
Makes day-to-day decisions in supporting clients with banking transactions
Handles 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 ability to analyze, evaluate, and mitigate credit risk for credit requests by utilizing knowledge of advanced credit fundamentals and internal credit policies
Ensures compliance with current banking policies and regulations
Qualification
Required
University / college degree
3+ years of relevant / direct industry experience
Knowledge of advanced credit fundamentals and internal credit policies
Ability to analyze, evaluate, and mitigate credit risk
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
9 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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