Leadership Triangle · 16 hours ago
Banking Advisor III - PNC Private Bank
Raleigh, NC
Full-time
Onsite
Senior Level
5+ years expPNC Financial Services is a leading financial institution focused on delivering exceptional customer experiences. As a Banking Advisor within the PNC Private Bank organization, you will provide guidance on credit and cash management solutions for high-net worth clients while building relationships and ensuring client satisfaction.
ConsultingNon ProfitTraining
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 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
Ability to manage/monitor 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 - 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
Client Relationship Management
Credit Analysis and Verification
Decision Making and Critical Thinking
Effective Communications
Managing Multiple Priorities
Problem Solving
Products and Services
Sales Negotiating
Value Selling
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
Leadership Triangle
Leadership Triangle educates and promotes regionalism across the separate communities.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase