Banking Advisor II - PNC Private Bank

PNC•Cleveland, OH

1d•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 Cleveland. 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. This role 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, the Banking Advisor II meets with internal and external clients to introduce and sell AMG banking products and services. The position builds relationships with internal and external partners, clients and COIs, and makes day-to-day decisions in supporting clients with banking transactions. It handles the origination, financial analysis, negotiation and documentation of credit and non-credit banking products and services, and manages/monitors a book of business to ensure client satisfaction, client retention and expansion of sales revenue. The role also demonstrates the ability to analyze, evaluate, and mitigate credit risk for credit requests by utilizing knowledge of advanced credit fundamentals and internal credit policies, and ensures compliance with current banking policies and regulations.

Requirements

Appropriate knowledge, skills, and abilities for a role
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
University / college degree, with 3+ years of relevant / direct industry experience
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered
Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations

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
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
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

Benefits

Medical/prescription drug coverage (with a Health Savings Account feature)
Dental options
Vision options
Employee and spouse/child life insurance
Short and long-term disability protection
401(k) with PNC match
Pension plans
Stock purchase plans
Dependent care reimbursement account
Back-up child/elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select programs fully paid
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