Banking Advisor ; MLO

Position Overview 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 Banking Advisor I within PNC's Private Banking organization, you will be based in Cleveland, 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.

Job Description

• Works under the direction of Senior Banking Advisors to observe client meetings, bank positioning, and client outreach activities.
• Assists Senior Banking Advisors in introducing AMG banking products and services to internal and external clients. Aids in prospect discovery, client pre‑call planning and meeting preparation, post call tracking, and follow‑up.
• Observes and assists in the origination, financial analysis, negotiation and documentation of credit and non‑credit banking products and services.
• Assists in servicing book of business to ensure client satisfaction, client retention and expansion of sales revenue. Responsible for proactive outreach to clients based on guidance from Senior Banking Advisor.
• Demonstrates emerging ability to analyze, evaluate, and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies. Ensures compliance with current banking policies and regulations.

Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for this role.

• 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: Roles at this level typically require a university/college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s) and experience may be considered.
• Education: Bachelor’s degree
• Certifications: No Required Certification(s)
• Licenses: No Required License(s)

Benefits PNC offers a comprehensive range of benefits including medical, prescription drug coverage, dental and vision, life insurance, disability protection, 401(k) with match, pension and stock purchase plans, dependent care reimbursement, educational assistance, wellness program, and paid time off such as maternity leave, holidays, vacation, and other leave.

Equal Employment Opportunity (EEO) 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.