Senior Estate Settlement Advisor - Private Bank
$80k - $172.5kPNC Bank
Senior Estate Settlement Advisor At 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 Estate Settlement Advisor within PNC Private Bank organization, you will be based in Cincinnati, OH. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. 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. Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Decision Making, Finance Strategy, Investment Management, Legal Practices, Real Estate Settlements, Revenue Recognition, Risk Assessments Competencies Account Management, Accuracy and Attention to Detail, Business Development, Effective Communications, Fiduciary Responsibilities, Problem Solving, Regulatory Environment - Financial Services Work Experience Roles 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, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Base Salary: $80,000.00 $172,500.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. 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 (with a Health Savings Account feature), 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, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. 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. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices. #J-18808-Ljbffr PNC
$80k - $172.5k
...Senior Estate Settlement Advisor At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are... ...success. As a Senior Estate Settlement Advisor within PNC Private Bank organization, you will be based in Cincinnati, OH. PNC...SeniorPrivateFull timeTemporary workPart timeWork experience placementWork at office$143.91k - $169.3k
U.S. Bank is seeking a PWM Private Wealth Advisor in Cincinnati, OH. This role focuses on managing high net worth client relationships and requires over 10 years of experience in wealth management. The advisor will build a team to meet client needs and is expected to drive...SeniorPrivate- A financial services company in Cincinnati is looking for a Private Bank Wealth Advisor II, responsible for developing and managing high-net-worth clients' Wealth Plans. Key duties include client relationship management, providing exceptional service, and acquiring new...SeniorPrivateRemote jobWork at officeFlexible hours
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- ...Sr. Private Banker Cincinnati BA - Blue Ash, OH 45242 Overview... ...out there. We are a commercial bank that offers a boutique banking... ...client needs. Act as a trusted advisor for both colleagues and... ...range of free resources such as estate planning and wellness resources...SeniorPrivateFull time
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KeyBank is seeking a Relationship Manager in Cincinnati, OH to serve high net worth clients. The ideal candidate will develop tailored financial strategies and collaborate with teams to enhance client relationships. This role requires at least 5 years of sales experience...SeniorPrivateLocal area- ...Senior Financial Associate As a Senior Financial Associate, you will be a key member of a large producing team and will be actively involved in growing and cultivating the FA Team's business. You will have the ability to function independently on behalf of the FA Team...SeniorFull timeWork at officeFlexible hours
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- A prominent financial institution is seeking a Private Bank Wealth Advisor III to manage relationships with high-net-worth clients. The role involves developing and delivering tailored Wealth Plans while securing new business through community connections. Candidates should...PrivateWork at officeRemote workFlexible hours
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$23.75 - $29.03 per hour
U.S. Bank is seeking a Client Relationship Consultant to engage with clients in Cincinnati, OH. The role focuses on building strong client relationships through personalized outreach and providing banking solutions tailored to individual needs. With a high school diploma...SeniorHourly pay$96.5k - $207.5k
A financial institution is seeking a Commercial Senior Portfolio Manager in Cincinnati, Ohio. This role involves managing a complex portfolio... ...competitive salary range from $96,500 to $207,500 annually along with comprehensive benefits. #J-18808-Ljbffr Fifth Third Bank, N.A.Senior$126.82k - $149.2k
Job Description Private Wealth Management (PWM) Private Banking is responsible for developing, managing, and retaining full service relationships with high income/high net worth private banking clients. Provides advice, counsel, and high level customer service to meet the...PrivateTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- ...Responsibilities include monitoring investment performance and maintaining strong customer relationships. A Bachelor's Degree and 5+ years of investment experience are required. Opportunities for flexible work arrangements may be available. #J-18808-Ljbffr Huntington National BankSeniorRemote jobFlexible hours
- Fifth Third Bank is seeking a Portfolio Manager in Cincinnati, Ohio to manage a portfolio of commercial loans. This role involves client interaction, risk management, and compliance with guidelines. The successful candidate will have a Bachelor's degree and at least 6...Senior
$102.5k - $187.9k
...Guidewire - Technical Consultant - Senior EY is a leader in serving the... ...dynamic new entrants across Banking and Capital Markets, Wealth... ...Management, Insurance, and Real Estate, Hospitality and Construction.... ...ambition is to be the C-suite advisor for insurance technology-...SeniorWork experience placementSummer holidayFlexible hours$96k - $181k
...Location: 301 East Fourth Street, Cincinnati Ohio Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs... ...center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's...PrivateWork experience placementWork at officeLocal areaFlexible hoursNight shift- ...Private Banking Relationship Manager Manages full client relationships, providing financial services for specific or special banking needs, and develops new business. Essential Duties and Responsibilities: Provide extensive personalized service to customers...PrivateTemporary workWork at officeFlexible hours
$80k - $100k
...more than 400 credit unions and community banks nationwide. With over $8 billion in... ...compete in the digital age. We're hiring a Senior Manager of Loan Servicing Operations to... ...environment ~ Hands-on experience with Private Student Loans, Student Loan Refinancing,...SeniorPrivateWork at office$112k - $210k
A leading financial institution is seeking a Senior Manager in Compliance Risk Management to evaluate compliance with regulations and... ...or risk management, strong leadership skills, and expertise in banking operations. This role includes overseeing a team and developing...SeniorRemote work- ...capital. We evaluate public and private investments on an... ...Chief Financial Officer, the Senior Accountant will be a key contributor... ...tax professionals, attorneys, banking partners). This role is not... ...tax filings with external tax advisors. Perform ad hoc financial analysis...SeniorPrivateWork at officeFlexible hours
$143.91k - $169.3k
PWM Private Wealth Advisor page is loaded## PWM Private Wealth Advisorlocations: Cincinnati, OHtime type: Full timeposted on: Posted Todaytime... ...days left to apply)job requisition id: 2025-0013760At U.S. Bank, we’re on a journey to do our best. Helping the customers and...PrivateTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- ...that has been adopted by broker/dealer firms, RIA offices, and private banks around the world. By using Luma, institutional and retail... ...multi-issuer, multi-wholesaler, and multi-product option that advisors can utilize to best meet their clients' specific portfolio needs...SeniorPrivateWork at officeShift work3 days per week
- ...Claims Representative/Senior Claims Representative Be here. Be great. Working for a... ...Canada. Target clients include commercial banks, credit unions, finance companies, buy-... ...Determines and negotiates appropriate claim settlements/reserves within prescribed authority....SeniorFull timePart timeSeasonal workWork at officeRemote work
$96.5k - $207.5k
GENERAL FUNCTION The Commercial Senior Portfolio Manager is a key member of the "coverage team," managing transactions and business portfolio... ...a positive customer experience. While operating within the Bank’s risk appetite, achieves results by consistently identifying,...SeniorWork at office
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