Banking Advisor I - Private Bank
About The Position
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Banking Advisor I within PNC's Private Bank organization, you will be based in Philadelphia, PA. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Requirements
- Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
- Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience.
- In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
- Bachelors
- No Required Certification(s)
- No Required License(s)
- Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
- 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.
Nice To Haves
- Book Of Business
- Client Satisfaction
- Customer Retentions
- Financial Management
- Financial Performance
- Portfolio Management
- Sales Process
Responsibilities
- Works under the direction of Senior Banking Advisors to observe client meetings, Bank positioning, and client outreach activities.
- Assists Senior Banking Advisors in introducing AMG banking products and services to internal and external clients.
- Aids in prospect discovery, client pre-call planning /meeting prep, post call tracking and follow-up.
- Observes and assists in the origination, financial analysis, negotiation and documentation of credit and non-credit banking products and services.
- Assists in servicing book of business to ensure client satisfaction, client retention and expansion of sales revenue.
- Responsible for proactive outreach to clients based on guidance from Senior Banking Advisor.
- Demonstrates emerging ability to analyze, evaluate, and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies.
- Ensures compliance with current banking policies and regulations.
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
- years of service
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
