Senior Banking Advisor

PNC

. Provide guidance and advice on appropriate credit and cash management solutions for current and prospective high-net-worth clients .

Posted 10/5/2026full-timeDoylestown • Pennsylvania • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in credit and cash management solutions, financial analysis, and risk mitigation for complex credit requests. Proven ability to build client relationships, manage a book of business, and ensure compliance with banking regulations.

Highest-signal resume keywords

Credit And Cash Management SolutionsFinancial AnalysisClient Relationship ManagementRisk MitigationCompliance With Banking Regulations

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Credit Risk AnalysisNegotiationDocumentation Of Banking ProductsSales Revenue ExpansionBanking Policies Knowledge

Soft Skills

Decision-MakingCritical ThinkingEffective CommunicationProblem-SolvingAbility To Manage Multiple Priorities

Certifications & Qualifications

Job-Specific Certification

Industry Keywords

High-Net-Worth ClientsAMG Banking ProductsEnterprise Risk Management FrameworkConsumer Financial Protection Bureau Regulations

About the role

Key responsibilities & impact

Provide guidance and advice on appropriate credit and cash management solutions for current and prospective high-net-worth clients
Leverage internal and external networks to introduce and sell AMG banking products and services
Build relationships with internal and external partners, clients, and centers of influence
Make day-to-day decisions in executing AMG banking transactions to ensure quality and efficiency
Originate, analyze, negotiate, and document credit and non-credit banking products and services
Manage and monitor a book of business to ensure client satisfaction, client retention, and sales revenue expansion
Analyze, evaluate, structure, and mitigate credit risk for complex credit requests
Provide leadership and mentoring to team members
Ensure compliance with current banking policies and regulations
Manage risks associated with business objectives and activities in accordance with PNC's Enterprise Risk Management Framework

Requirements

What you’ll need

Bachelor's degree
Typically 8+ years of industry-relevant experience
In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience, including military service, may be considered
Knowledge of credit and cash management solutions
Expertise in financial analysis, negotiation, and documentation of credit and non-credit banking products and services
Advanced ability to analyze, evaluate, structure, and mitigate credit risk for complex credit requests
Knowledge of advanced credit fundamentals and internal credit policies
Client relationship management skills
Decision-making and critical-thinking skills
Effective communication skills
Ability to manage multiple priorities
Problem-solving skills
Knowledge of banking products and services and selling processes
Candidates will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position

Benefits

Comp & perks

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 plan
Stock purchase plan
Dependent care reimbursement account
Back-up child/elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select programs fully paid
Robust wellness program with financial incentives
Maternity and/or parental leave
Up to 11 paid holidays each year
9 occasional absence days each year, unless otherwise required by law
15 to 25 vacation days each year, depending on career level
Additional time off based on years of service