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Senior Client Advisor

$134k - $249k

PNC

Position Overview At PNC, people are our greatest differentiator. As a Senior Banking Advisor III in the Asset Management organization, you will be based in Bethesda, MD. PNC is an in‑office company that fosters a supportive culture where employees can thrive and achieve work‑life balance. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description Identifies and provides guidance and advice on appropriate credit and cash management solutions for current and prospective high-net‑worth clients as part of a broader Private Banking team. Leverages developed networks of internal and external clients to introduce and sell AMG banking products and services. Builds and maintains relationships with internal and external partners, clients and Centers of Influence. Executes AMG banking transactions, ensuring quality and efficiency in day‑to‑day operations. Originates, analyzes, negotiates and documents credit and non‑credit banking products and services. Monitors a book of business to ensure client satisfaction, retention and expansion of sales revenue. Analyzes, evaluates, structures and mitigates credit risk for complex credit requests, applying advanced credit fundamentals and internal policies. Provides leadership and mentoring to team members. Ensures compliance with current banking policies and regulations. PNC employees take pride in our reputation and are expected 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 create customized solutions. Managing Risk: Assess and manage all risks associated with business objectives and activities in line with PNC's Enterprise Risk Management Framework. Key Qualifications 8+ years of relevant industry experience. Strong book‑of‑business development and client retention skills. Proficiency in financial management, portfolio management and sales process. Experience in client relationship management, credit analysis, negotiation and value selling. Effective communication, decision making, problem solving and ability to manage multiple priorities. Knowledge of products and services offered in banking and asset management. Preferred Skills Advanced credit analysis and verification. Strategic sales negotiation and value selling. Experience with Centers of Influence engagement. Education & Certifications Bachelor’s degree required. Master’s or PhD desirable. Industry‑relevant experience typically 8+ years. No specific certifications or licenses required. Pay Transparency Base Salary: $134,000.00 – $249,000.00 (may vary by location, market data, and individual skills, experience, and education). This role is incentive eligible based on company, business, and individual performance. Benefits PNC offers a comprehensive benefits package, including: Medical and prescription drug coverage (with Health Savings Account option) Dental and vision options Life insurance, short‑term and long‑term disability protection 401(k) with company match, pension and stock purchase plans Dependent care reimbursement account, backup child/elder care Adoption, surrogacy, and doula reimbursement Educational assistance for select programs fully paid Robust wellness program with financial incentives Paid time off: parental leave, holidays, occasional absences, vacation days with length based on career level and years of service Disability Accommodations Statement To request an accommodation for the application process, contact View email address on click.appcast.io and include “accommodation request” in the subject line along with your name, job ID, and preferred method of contact. Emails unrelated to accommodation requests will not receive a response. Applicants may also call View phone number on click.appcast.io and say “Workday” for assistance. All information provided will be kept confidential and used only as required to provide reasonable accommodations. 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 protected categories. This position is subject to the requirements of Section19 of the FDIA and the SAFE Act / FINRA, prohibiting the hiring of individuals with certain criminal histories. California residents may refer to the California Consumer Privacy Act notice for how PNC handles personal information during hiring. #J-18808-Ljbffr

Vacancy posted 4 hours ago
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