Banking Advisor II (MLO) - PNC Private Bank

PNC•Pittsburgh, PA

7d•Onsite

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 II within PNC's Private Bank organization, you will be based in Pittsburgh, PA. The Banking Advisor II will be tasked with moving and managing loans for Private Bank clients through the approval, booking, and funding process. This will include obtaining all relevant documentation needed for the loan process including home owners insurance, liquidity statements, etc. Additional responsibilities could eventually include attending client meetings and events in person or remotely. The ideal candidate will meet the following qualifications: - Must be outgoing and professional and courteous - Eager to learn, grow, and develop - Retail banking and lending experience 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. Job Description 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. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: 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. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. For nearly 160 years, PNC has strived to make a meaningful impact for our employees, customers, communities, and shareholders. We believe our success and positive reputation are built on open and honest dialogue, an unwavering focus on smart risk management, relationship-based customer service and community investments. Our inclusive workplace allows our employees to be heard, valued, and developed to do their best work. Being a great place to work means we are making a lasting difference for everyone we serve. Check out the top reasons to join PNC. PNC’s total rewards package includes things like time off, benefits, learning and career development, wellness programs, recognition and much more. The benefits and programs highlighted below are just a sampling of what PNC offers its employees. To learn more, visit our Total Rewards page. If you're not ready to apply yet, or you'd like to learn more about PNC, join the Talent Community to receive regular updates on what's happening at PNC and available career opportunities. Click to join!

Requirements

Must be outgoing and professional and courteous
Eager to learn, grow, and develop
Retail banking and lending experience
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience.
Certifications are often desired.
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Nice To Haves

Book Of Business
Client Satisfaction
Customer Retentions
Financial Management
Financial Performance
Portfolio Management
Sales Process
Client Relationship Management
Decision Making and Critical Thinking
Effective Communications
Managing Multiple Priorities
Problem Solving
Products and Services
Selling

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.

Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future.
Depending on your eligibility, options for full-time employees include: 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.
In addition, PNC generally provides the following paid time off, depending on your eligibility: 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.
To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.

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