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PNC Financial Services

Runs a national bank for people and businesses

Banking Advisor 3

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeErie, PA, USANo salary listed

About the Job

Requirements

  • Roles at this level typically require a university or college degree and 5 or more years of industry-relevant experience; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
  • Demonstrate knowledge, skills, and abilities appropriate for the role.
  • Meet any additional background-check requirements under Consumer Financial Protection Bureau regulations.
  • Meet applicable Section 19 of the Federal Deposit Insurance Act requirements and, for registered roles, Secure and Fair Enforcement for Mortgage Licensing Act of 2008 and/or Financial Industry Regulatory Authority requirements.

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.
  • Meet with internal and external clients to introduce and sell AMG banking products and services.
  • Build relationships with internal and external partners, clients, and centers of influence, and make day-to-day decisions in executing AMG banking transactions to ensure quality and efficiency.
  • Originate, financially analyze, negotiate, and document credit and non-credit banking products and services.
  • Manage and monitor a book of business to ensure client satisfaction, client retention, and expansion of sales revenue.
  • Analyze, evaluate, and mitigate credit risk for complex credit requests using advanced credit fundamentals and internal credit policies.
  • Provide leadership and mentoring to junior team members and ensure compliance with current banking policies and regulations.
  • Apply customer-focused practices by making customer needs and satisfaction primary considerations and using that information to create customized customer solutions.
  • Assess and effectively manage risks associated with business objectives and activities in accordance with PNC's Enterprise Risk Management Framework.

Desired Qualifications

  • Book of business experience, 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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