Banking Advisor II; MLO

Position Overview

As a Banking Advisor II within PNC's Private Bank organization, you will be based in San Diego, CA and work with high-net worth clients to provide credit and cash management solutions as part of a broader Private Banking team.

• Identify and provide guidance and advice on appropriate credit and cash management solutions for current and prospective high-net worth clients
• Meet with internal and external clients to introduce and sell AMG banking products and services, building relationships with partners, clients and COIs
• Make day-to-day decisions to support clients with banking transactions
• Originate, analyze, negotiate and document credit and non-credit banking products and services
• Manage and monitor book of business to ensure client satisfaction, retention and sales revenue expansion
• Analyze, evaluate, and mitigate credit risk for credit requests using advanced credit fundamentals and internal credit policies
• Ensure compliance with current banking policies and regulations

• Book of Business
• Client Satisfaction and 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 Knowledge
• Sales Negotiating
• Value Selling
• 3+ years of relevant/direct industry experience

• Bachelor’s degree in an approved discipline

Base Salary: $90,000.00 – $. This role is incentive eligible, with compensation based on company, business, and individual performance.

• Medical, prescription drug, dental and vision coverage
• Health Savings Account feature
• Employee and spousal/child life insurance
• Short- and long-term disability protection
• 401(k) with PNC match; pension and stock purchase plans
• Dependent care reimbursement account
• Backup child/elder care; adoption, surrogacy, and doula reimbursement
• Educational assistance for select programs, including full tuition coverage
• Wellness program with financial incentives
• Maternity and/or parental leave; up to 11 paid holidays; 9 occasional absence days; 15‑25 vacation days depending on career level and years of service

If an accommodation is required for the application process, please contact  with “accommodation request” in the subject line and include your name, the job , and preferred contact method. Emails unrelated to accommodation requests will not receive a response. Applicants may also call  and say “Workday.” All information will be kept confidential and used only to provide necessary 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 Section 19 of the FDIA and Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or FINRA regulations that prohibit hiring individuals with certain criminal histories.

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