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Senior Banking Advisor - Private Bank

Job in Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for: PNC
Full Time position
Listed on 2026-07-10
Job specializations:
  • Finance & Banking
    Financial Sales, Banking & Finance, Risk Manager/Analyst, Credit Analyst
Salary/Wage Range or Industry Benchmark: 110000 - 190000 USD Yearly USD 110000.00 190000.00 YEAR
Job Description & How to Apply Below

Position Overview

As a Senior Banking Advisor within PNC's Private Bank organization, you will be based in Milwaukee, WI and St. Louis, MO. The position is primarily based at a PNC location, with responsibilities requiring time in the office or in the field on a regular basis.

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 : R228244

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.
  • 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 and 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 the team; ensures compliance with current banking policies and regulations.
Professional Expectations
  • 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 in creating customized customer solutions.
  • Managing Risk – Assessing and effectively managing all of the risks associated with business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications Preferred Skills

Book Of Business, Client Satisfaction, Customer Retentions, 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 or college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job‑specific certification(s), and experience (including military service) may be considered.

Education

Bachelor’s

Certifications

No required certifications.

Licenses

No required licenses.

Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full‑time employees include 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 and stock purchase plans, dependent care reimbursement account, back‑up child/elder care, adoption, surrogacy, and doula reimbursement, educational assistance including select programs fully paid, and a robust wellness program with financial incentives.

Paid time off includes maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please…

Position Requirements
10+ Years work experience
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