Senior Banking Advisor

23 hours ago


Los Angeles, California, United States PNC Financial Services Group Full time
About the Role

We are seeking a highly skilled and experienced Senior Banking Advisor to join our PNC Private Bank team. As a Senior Banking Advisor, you will be responsible for identifying and selling advanced banking products and services to high-net-worth clients, ensuring compliance with current banking policies and regulations, and providing leadership and mentoring to members of the team.

Key Responsibilities
  • Identify and sell advanced banking products and services to high-net-worth clients
  • Ensure compliance with current banking policies and regulations
  • Provide leadership and mentoring to members of the team
  • Build relationships with internal and external customers through effective utilization of appropriate tools or technologies
  • Make day-to-day decisions in executing advanced banking transactions to ensure quality and efficiency
  • Manage/monitor book of business to ensure client satisfaction, client retention, and expansion of sales revenue
Requirements
  • University/college degree
  • Industry relevant experience of 8+ years
  • Preferred skills: Book Of Business, Client Satisfaction, Customer Needs, Customer Retention, Financial Management, Financial Performance, Portfolio Management, Sales Process
  • Competencies: Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Problem Solving, Products and Services, Selling
Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage, dental and vision options, employee and spouse/child life insurance, short and long-term disability protection, 401(k) with PNC match, pension and stock purchase plans, dependent care reimbursement account, back-up child/elder care, adoption, surrogacy, and doula reimbursement, educational assistance, and a robust wellness program with financial incentives.

Equal Employment Opportunity

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.



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