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PNC Financial Services

Runs a national bank for people and businesses

Banking Advisor Senior

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeCoral Gables, FL, USANo salary listed

About the Job

Requirements

  • Industry-relevant experience is typically 8 or more years.
  • A bachelor's degree is listed; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
  • Candidates must be based within the Miami market and have a strong network and presence in the area.
  • The role requires knowledge of appropriate credit and cash management solutions, banking products and services, financial analysis, credit fundamentals, and banking policies and regulations.
  • Candidates must satisfy background-check requirements applicable under Consumer Financial Protection Bureau regulations and Section 19 of the Federal Deposit Insurance Act, and applicable SAFE Act or FINRA requirements for registered roles.

Responsibilities

  • Identify and provide guidance and advice on appropriate credit and cash management solutions for current and prospective high-net-worth clients as part of the broader Private Banking team.
  • Leverage developed internal and external client networks to introduce and sell AMG banking products and services.
  • Build relationships with internal and external partners, clients, and centers of influence.
  • Make day-to-day decisions in executing AMG banking transactions to ensure quality and efficiency.
  • Originate, analyze, negotiate, and document credit and non-credit banking products and services.
  • Manage and monitor a book of business to support client satisfaction, client retention, and sales revenue expansion.
  • Analyze, evaluate, structure, and mitigate credit risk for complex credit requests using advanced credit fundamentals and internal credit policies.
  • Provide leadership and mentoring to team members.
  • Ensure compliance with current banking policies and regulations.
  • Assess and manage risks associated with business objectives and activities in accordance with PNC's Enterprise Risk Management Framework.

Desired Qualifications

  • Bilingual Spanish-English fluency is preferred.
  • A master's degree, PhD, or certifications are desirable.
  • Book of business management, client satisfaction, customer retention, financial management, financial performance, portfolio management, and sales process skills are preferred.

About the Company

PNC Financial Services

Runs a national bank for people and businesses

PNC Financial Services runs one of the largest banks in America, serving households and businesses of every size through branches, apps, and corporate bankers. Acquisitions turned it from a regional lender into a coast-to-coast bank, notably its purchases of National City during the 2008 financial crisis and BBVA USA in 2021. Consumers keep checking and savings accounts, such as Virtual Wallet with its built-in budgeting tools, and take out mortgages and credit cards, while companies borrow and manage cash through PNC. It earns most of its money on the gap between loan interest and deposit costs, and the rest from fees. PNC traces its roots to a savings bank founded in 1845 and is based in Pittsburgh, Pennsylvania.

Company size
10,001+
Company stage
IPO
Headquarters
Pittsburgh, PA
Founded
1845

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