Banking Advisor Senior (MLO) - PNC Private Bank

PNC Bank • Coral Gables, FL

1d

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 Sr. within PNC's Private Bank organization, you will be based in Coral Gables, FL. In this role you will need to be based within the Miami market, and will need to have a strong network and presence within this area, with a need to also be bilingual in the Spanish language. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description Identifies and sells AMG banking products and services to internal and external clients. Ensures compliance with current banking policies and regulations. Provides leadership and mentoring to members of team. Demonstrates, while meeting with clients both inside and outside the office, advanced knowledge in identifying and selling solutions to high-net-worth clients. Builds relationships with internal and external customers through effective utilization of appropriate tools or technologies. Makes day-to-day decisions in executing AMG banking transactions to ensure quality and efficiency. Manages/monitors book of business to ensure client satisfaction, client retention and expansion of sales revenue. 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.

Requirements

• Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
• Roles at this level typically require a university / college degree.
• Higher level education such as a Masters degree, PhD, or certifications is desirable.
• Industry relevant experience is typically 8+ years.
• Specific certifications are often required.
• 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 sells AMG banking products and services to internal and external clients.
• Ensures compliance with current banking policies and regulations.
• Provides leadership and mentoring to members of team.
• Demonstrates, while meeting with clients both inside and outside the office, advanced knowledge in identifying and selling solutions to high-net-worth clients.
• Builds relationships with internal and external customers through effective utilization of appropriate tools or technologies.
• Makes day-to-day decisions in executing AMG banking transactions to ensure quality and efficiency.
• Manages/monitors book of business to ensure client satisfaction, client retention and expansion of sales revenue.

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; 8 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 Your PNC Total Rewards .

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level