Client Advisor

Position Overview As a Banking Advisor within PNC’s Private Bank organization, you will be based in Sarasota, FL. PNC is an in‑office company that values an inclusive culture where all employees feel respected, valued, and empowered to contribute to the company’s success. This role works under the direction of Senior Banking Advisors, observing client meetings, bank positioning, and client outreach activities. Job Description • Observe client meetings and assist Senior Banking Advisors in introducing AMG banking products and services to internal and external clients. • Aid in prospect discovery, client pre‑call planning, post‑call tracking, and follow‑up. • Observe and assist in the origination, financial analysis, negotiation and documentation of credit and non‑credit banking products and services. • Assist in servicing the book of business to ensure client satisfaction, retention, and expansion of sales revenue. • Conduct proactive outreach to clients based on guidance from the Senior Banking Advisor. • Demonstrate emerging ability to analyze, evaluate, and mitigate credit risk using credit fundamentals and internal credit policies. • Ensure compliance with current banking policies and regulations. Qualifications Education : Bachelor’s degree or equivalent combination of education, certification, and experience (including military service). Experience : 2+ years of relevant professional experience or equivalent. Skills and Competencies : Book of Business Management Client Satisfaction & Retention Financial Management & Performance Portfolio Management Sales Process Competencies Client Relationship Management Decision Making and Critical Thinking Effective Communication Managing Multiple Priorities Problem Solving Products and Services Knowledge Negotiation No specific certifications or licenses are required for this position. Benefits PNC offers a comprehensive benefits package, including: Medical and 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 Backup child/elder care reimbursement Adoption, surrogacy, and doula reimbursement Educational assistance for select fully paid programs Robust wellness program with financial incentives Paternity and parental leave, paid holidays, occasional absence days, and vacation days are also provided depending on eligibility and years of service. Disability Accommodations If an accommodation is required for the application process, please contact us at View email address on click.appcast.io and include the subject line "accommodation request" along with your name, the job ID, and preferred contact method. Telephone contact: View phone number on click.appcast.io; say "Workday" for assistance. All information will be kept confidential and used only for accommodation purposes. Equal Employment Opportunity PNC provides equal employment opportunity to qualified individuals regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other protected categories. This position is subject to the requirements of the FDIA, SAFE Act, and/or FINRA regarding criminal history screening. California Residents California Residents should refer to the California Consumer Privacy Act Privacy Notice for how PNC may use or disclose personal information in hiring practices. #J-18808-Ljbffr