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PNC · 4 months ago

Banking Advisor Senior - PNC Private Bank

KY - Louisville (40202)

Full-time

Onsite

Senior Level, Lead/Staff

8+ years exp

PNC is a leading financial services company, and they are seeking a Senior Banking Advisor within the PNC Private Bank organization. In this role, you will identify and sell banking products to high-net-worth clients, ensure compliance with banking policies, and provide leadership and mentoring to team members.

BankingFinanceFinancial Services

No H1B

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

Qualification

Book Of BusinessClient SatisfactionFinancial ManagementPortfolio ManagementClient Relationship ManagementSales ProcessEffective CommunicationsProblem SolvingDecision Making

Required

University / college degree

Higher level education such as a Masters degree, PhD, or certifications is desirable

Industry relevant experience 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

Bachelors