Banking Advisor II (MLO)
On-siteFort Worth, Texas, United States
Job Summary
Identify and provide guidance on credit and cash management solutions for high-net-worth clients within the Private Banking team. Meet with internal and external clients to introduce AMG banking products, build relationships with partners and clients, and make day-to-day decisions on banking transactions. Handle the origination, financial analysis, negotiation, and documentation of credit and non-credit banking products while managing the book of business to ensure client satisfaction and revenue expansion. Analyze and mitigate credit risk for requests using advanced credit fundamentals and internal policies, ensuring compliance with current banking regulations and the Enterprise Risk Management Framework.
Required Qualifications
- university / college degree
- 3+ years of relevant / direct industry experience
- comparable combination of education, job specific certification(s), and experience (including military service)
- appropriate knowledge, skills, and abilities for a role
- Book Of Business
- Client Satisfaction
- Customer Retentions
- Financial Management
- Financial Performance
- Portfolio Management
- Sales Process Competencies
- Client Relationship Management
- Credit Analysis and Verification
- Decision Making and Critical Thinking
- Effective Communications
- Managing Multiple Priorities
- Problem Solving
- Products and Services
- Sales Negotiating
- Value Selling
- Customer Focused
- Managing Risk
- assessing and effectively managing all of the risks associated with their business objectives and activities
- adhere to and support PNC's Enterprise Risk Management Framework
- knowledge of advanced credit fundamentals
- internal credit policies
- current banking policies and regulations
- Fort Worth, TX
- in-office
- PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position
Desired Qualifications
- Certifications
- military service
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