Banking Advisor III - PNC Private Bank

PNC Bank•Philadelphia, PA

12h•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 III within PNC's Private Bank organization, you will be based in Philadelphia, PA (1600 Market Street). This role will be responsible for managing a book of business of Private Bank clients, and will also be tasked with growing and adding to the book. 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

Experience managing a book of business with sales goals and requirements
Experience supporting High Net Worth clients
Credit and lending experience will be beneficial
University / college degree, with 5+ years of industry-relevant experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Bachelors

Nice To Haves

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

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.
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.