Banking Advisor III - PNC Private Bank
On-site · Houston, Texas, United States
Job Summary
Provide credit and cash-management guidance to high-net-worth clients within PNC Private Bank, meeting with clients to introduce and sell AMG banking products and services. Build and manage relationships with internal/external partners and COIs; execute banking transactions while ensuring quality and efficiency; originate, analyze, negotiate, and document credit and non-credit banking products; monitor a book of business to drive client satisfaction, retention, and revenue growth. Demonstrate strong credit risk assessment capabilities, adhere to banking policies and regulations, and mentor junior teammates. Strong client relationship, communication, and problem-solving skills are essential for success in this role.
Required Qualifications
- Bachelor's degree
- 5+ years of industry-relevant experience
- Proficiency in credit analysis and verification
- Ability to lead/mentor junior team members
- Experience with credit and cash-management solutions for high-net-worth clients
- Knowledge of banking products and regulatory policies
Additional Requirements
- Not eligible for visa sponsorship; employer will not provide H-1B sponsorship
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