Senior Banking Advisor - PNC Private Bank
Company: PNC Financial Services Group, Inc.
Location: San Francisco
Posted on: January 26, 2023
Job Description:
Position OverviewAt PNC, our people are our greatest
differentiator and competitive advantage in the markets we serve.
We are all united in delivering the best experience for our
customers. We work together each day to foster an inclusive
workplace culture where all of our employees feel respected, valued
and have an opportunity to contribute to the company's success. As
a Senior Banking Advisor (MLO) within PNC's Private Bank
organization, you can be based in San Franciso, Walnut Creek, or
San Jose, California.Job Description
- 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.PNC
Employees take pride in our reputation and to continue building
upon that we expect our employees to be:
- Customer Focused - Knowledgeable of the values and practices
that align customer needs and satisfaction as primary
considerations in all business decisions and able to leverage that
information in creating customized customer solutions.
- Managing Risk - Assessing and effectively managing all of the
risks associated with their business objectives and activities to
ensure they adhere to and support PNC's Enterprise Risk Management
Framework.CompetenciesClient Relationship Management - Knowledge
and ability to determine and satisfy client needs and maintain a
partnering relationship during engagements; includes influencing,
communicating, presenting, facilitating, managing and developing
others.Decision Making and Critical Thinking - Understanding of the
issues related to the decision-making process; ability to analyze
situations fully and accurately, and reach productive
decisions.Effective Communications - Understanding of effective
communication concepts, tools and techniques; ability to
effectively transmit, receive, and accurately interpret ideas,
information, and needs through the application of appropriate
communication behaviors.Managing Multiple Priorities - Ability to
manage multiple concurrent objectives, projects, groups, or
activities, making effective judgments as to prioritizing and time
allocation.Problem Solving - Knowledge of approaches, tools,
techniques for recognizing, anticipating, and resolving
organizational, operational or process problems; ability to apply
this knowledge appropriately to diverse situations.Products and
Services - Knowledge of major products and services and product and
service groups; ability to apply this knowledge appropriately to
diverse situations.Selling. - Applies knowledge of banking products
and services to meet customer needs and enable them to achieve
their financial goals. Identifies prospecting approaches to
identify potential customers and create opportunities to sell
financial solutions and ideas to customers.Work ExperienceRoles at
this level typically require a university / college degree. Higher
level education such as a Masters degree, PhD, or certifications is
desirable. Industry relevant experience is typically 8+ years.
Specific certifications are often required. In lieu of a degree, a
comparable combination of education and experience (including
military service) may be considered.EducationBachelorsAdditional
Job DescriptionCOMPENSATIONBase Salary: -$80,000 -
$325,000Placement within the compensation range is based on the
specific role and the following factors:
- Individual salary may vary by geographic location / market
data
- Lower in range - Building skills and experience in the job
-
- Mid-range - Experience and skills align with proficiency in the
role -
- Higher in range - Experience and skills add value above typical
requirements of the roleIncentiveRole is incentive eligible with
the payment based up company, business and individual
performance.BenefitsPNC offers employees 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 (with a Health Savings Account
feature); dental and vision options; employee and spouse/child life
insurance; short- and long-term disability protection; maternity
and parental leave; paid holidays, vacation days and occasional
absence time; 401(k), pension and stock purchase plans; dependent
care reimbursement account; back-up child/elder care; adoption
assistance; educational assistance and a robust wellness program
with financial incentives. To learn more about these and other
programs, including benefits for part-time employees, visit >
New to PNC.Disability Accommodations Statement:The PNC workplace is
inclusive and supportive of individual needs. If you have a
physical or other impairment that might require an accommodation,
including technical assistance with the PNC Careers website or
submission process, please call 877-968-7762 and select Option 4:
Recruiting or contact us via email at pathfinder@pnc.com. -The
Human Resources Service Center hours of operation are Monday -
Friday 9:00 AM to 5:00 PM ET.Equal Employment Opportunity (EEO):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.California Residents Refer to the
to gain understanding of how PNC may use or disclose your personal
information in our hiring practices.
Keywords: PNC Financial Services Group, Inc., San Francisco , Senior Banking Advisor - PNC Private Bank, Accounting, Auditing , San Francisco, California
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