Senior Banking Advisor (MLO) - PNC Private Bank
PNC, Coral Gables, FL, United States
Position Overview
Our people are our greatest differentiator and competitive advantage in the markets we serve. We unite to deliver the best experience for our customers and foster an inclusive workplace culture where all employees feel respected and valued, with an opportunity to contribute to the company’s success.
As a Senior Banking Advisor within PNC's Private Bank organization, you will be based in Coral Gables, FL. The role requires a strong presence and network in the Miami market with a preference for bilingual Spanish/English fluency. This is an in‑office position; we do not provide sponsorship for employment visas or participate in STEM OPT.
Job Description
Identify and sell AMG banking products and services to internal and external clients, ensuring compliance with banking policies and regulations.
Demonstrate advanced knowledge in identifying and selling solutions to high‑net‑worth clients while meeting with clients inside and outside the office.
Build relationships with internal and external customers through effective use of tools and technologies.
Make day‑to‑day decisions in executing AMG banking transactions to ensure quality and efficiency.
Manage and monitor the book of business to ensure client satisfaction, client retention, and expansion of sales revenue.
Expectations
Customer Focused – Knowledgeable of values and practices that align with customer needs and satisfaction and able to leverage that information to create customized solutions.
Managing Risk – Assess and effectively manage risks associated with business objectives and activities to ensure adherence to the Enterprise Risk Management Framework.
Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for the role. Core requirements include:
8+ years of industry‑relevant experience, preferably with a university or college degree (Bachelor’s, Master’s, or PhD). Higher level education or certifications such as CFP, CFA or equivalent are desirable.
Proficiency in managing a book of business, client satisfaction, sales performance, portfolio management, and financial performance.
Strong client relationship management, decision‑making, critical thinking, communication, and problem‑solving skills.
Preferred Skills
Book of Business management
Client Satisfaction
Customer Retention
Financial Management
Financial Performance
Portfolio Management
Sales Process
Competencies
Client Relationship Management
Decision Making and Critical Thinking
Effective Communication
Managing Multiple Priorities
Problem Solving
Products and Services
Selling
Work Experience Roles at this level typically require a university / college degree. Candidates may be considered with a comparable combination of education, job‑specific certification, and experience, including military service.
Education Bachelor’s degree.
Certifications No required certifications.
Licenses Background checks are required as per Consumer Financial Protection Bureau regulations.
Benefits PNC offers a comprehensive range of benefits, including medical, prescription drug, dental and vision coverage, life insurance, short and long‑term disability protection, 401(k) with company match, pension and stock purchase plans, dependent care reimbursement, adoption and surrogacy reimbursement, educational assistance, wellness program, and paid time off (maternity, parental leave, paid holidays, vacation days).
Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact AccommodationRequest@pnc.com with “accommodation request” in the subject line, including your name, job ID, preferred contact method, and any necessary details.
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. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents Refer to the California Consumer Privacy Act Privacy Notice to understand how PNC may use or disclose your personal information in our hiring practices.
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As a Senior Banking Advisor within PNC's Private Bank organization, you will be based in Coral Gables, FL. The role requires a strong presence and network in the Miami market with a preference for bilingual Spanish/English fluency. This is an in‑office position; we do not provide sponsorship for employment visas or participate in STEM OPT.
Job Description
Identify and sell AMG banking products and services to internal and external clients, ensuring compliance with banking policies and regulations.
Demonstrate advanced knowledge in identifying and selling solutions to high‑net‑worth clients while meeting with clients inside and outside the office.
Build relationships with internal and external customers through effective use of tools and technologies.
Make day‑to‑day decisions in executing AMG banking transactions to ensure quality and efficiency.
Manage and monitor the book of business to ensure client satisfaction, client retention, and expansion of sales revenue.
Expectations
Customer Focused – Knowledgeable of values and practices that align with customer needs and satisfaction and able to leverage that information to create customized solutions.
Managing Risk – Assess and effectively manage risks associated with business objectives and activities to ensure adherence to the Enterprise Risk Management Framework.
Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for the role. Core requirements include:
8+ years of industry‑relevant experience, preferably with a university or college degree (Bachelor’s, Master’s, or PhD). Higher level education or certifications such as CFP, CFA or equivalent are desirable.
Proficiency in managing a book of business, client satisfaction, sales performance, portfolio management, and financial performance.
Strong client relationship management, decision‑making, critical thinking, communication, and problem‑solving skills.
Preferred Skills
Book of Business management
Client Satisfaction
Customer Retention
Financial Management
Financial Performance
Portfolio Management
Sales Process
Competencies
Client Relationship Management
Decision Making and Critical Thinking
Effective Communication
Managing Multiple Priorities
Problem Solving
Products and Services
Selling
Work Experience Roles at this level typically require a university / college degree. Candidates may be considered with a comparable combination of education, job‑specific certification, and experience, including military service.
Education Bachelor’s degree.
Certifications No required certifications.
Licenses Background checks are required as per Consumer Financial Protection Bureau regulations.
Benefits PNC offers a comprehensive range of benefits, including medical, prescription drug, dental and vision coverage, life insurance, short and long‑term disability protection, 401(k) with company match, pension and stock purchase plans, dependent care reimbursement, adoption and surrogacy reimbursement, educational assistance, wellness program, and paid time off (maternity, parental leave, paid holidays, vacation days).
Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact AccommodationRequest@pnc.com with “accommodation request” in the subject line, including your name, job ID, preferred contact method, and any necessary details.
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. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents Refer to the California Consumer Privacy Act Privacy Notice to understand how PNC may use or disclose your personal information in our hiring practices.
#J-18808-Ljbffr