Banking Advisor Sr; MLO

Position Overview

Senior Banking Advisor III, Bethesda, MD. You will be part of PNC’s Asset Management organization, contributing to private banking solutions for high-net worth clients.

Job : R225434

• PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

PNC is an in‑office company that fosters a supportive culture where employees can thrive and achieve a balance between collaboration and independence. Candidates are encouraged to discuss workplace expectations with recruiters and hiring managers.

Responsibilities:

• 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.
• Highly proficient at building relationships with internal and external partners, clients and COIs. Makes day‑to‑day decisions in executing AMG banking transactions to ensure quality and efficiency.
• Highly proficient in the origination, financial analysis, negotiation and documentation of credit and non‑credit banking products and services. Manages/monitors book of business to ensure client satisfaction, client retention and expansion of sales revenue.
• Demonstrates advanced ability to analyze, evaluate, structure, and mitigate credit risk for the most complex credit requests by utilizing knowledge of advanced credit fundamentals and internal credit policies.
• Provides leadership and mentoring to members of team. Ensures compliance with current banking policies and regulations.

• 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 to create customized solutions.
• Managing Risk – Assessing and effectively managing all of the risks associated with business objectives and activities to ensure adherence to and support of PNC’s Enterprise Risk Management Framework.

• Preferred Skills – Book of Business, Client Satisfaction, Customer Retention, Financial Management, Financial Performance, Portfolio Management, Sales Process.
• Competencies – Client Relationship Management, Credit Analysis and Verification, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Problem Solving, Products and Services, Sales Negotiating, Value Selling.
• Work Experience – University/college degree required. Industry‑relevant experience typically 8+ years. Higher level education such as master’s, PhD, or certifications desirable.
• Education – Bachelor’s degree.
• Certifications – No required certifications.
• Licenses – No required license.

Base Salary: $ – $. Incentive eligible with payment based upon company, business and/or individual performance.

PNC offers a comprehensive range of benefits including medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options, life insurance, short and long‑term disability, 401(k) with PNC match, pension and stock purchase plans, dependent care reimbursement, adoption, educational assistance, wellness program, paid time off (maternity/parental leave, holidays, vacation days).

If an accommodation is required to participate in the application process, please contact  or call 877‑968‑7762 and say "Workday". All information provided will be kept confidential and used only to the extent required to provide reasonable accommodations.

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 FDIA, SAFE Act, and FINRA requirements that prohibit certain hires.

Refer to the California Consumer Privacy Act Privacy Notice for how PNC may use or disclose personal information in hiring practices.