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PNC Financial Services

Runs a national bank for people and businesses

Banking Advisor 1

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • Roles at this level typically require a university or college degree, with at least 2 years of relevant professional experience; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
  • Candidates must demonstrate appropriate knowledge, skills, and abilities for the role.
  • The role requires customer focus, including applying customer needs and satisfaction in business decisions and using that information to create customized customer solutions.
  • The role requires managing risk by assessing and managing risks associated with business objectives and activities in accordance with PNC's Enterprise Risk Management Framework.
  • The role requires competencies in client relationship management, credit analysis and verification, decision-making and critical thinking, effective communications, managing multiple priorities, problem solving, products and services, sales negotiating, and value selling.
  • Candidates being considered are subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

Responsibilities

  • Work under the direction of Senior Banking Advisors to observe client meetings, bank positioning, and client outreach activities.
  • Assist Senior Banking Advisors in introducing AMG banking products and services to internal and external clients; assist with prospect discovery, client pre-call planning and meeting preparation, post-call tracking, and follow-up.
  • Observe and assist with the origination, financial analysis, negotiation, and documentation of credit and non-credit banking products and services.
  • Assist in servicing a book of business to ensure client satisfaction, client retention, and sales revenue expansion; proactively contact clients based on guidance from a Senior Banking Advisor.
  • Develop the ability to analyze, evaluate, and mitigate credit risk using knowledge of credit fundamentals and internal credit policies, and ensure compliance with current banking policies and regulations.

Desired Qualifications

  • Book of business experience or knowledge.
  • Client satisfaction knowledge or experience.
  • Customer retention knowledge or experience.
  • Financial management knowledge or experience.
  • Financial performance knowledge or experience.
  • Portfolio management knowledge or experience.
  • Sales process knowledge or experience.

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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