Identify and provide guidance and advice on appropriate credit and cash management solutions for current and prospective high-net worth clients
Leverage developed networks of internal and external clients to introduce and sell AMG banking products and services
Build relationships with internal and external partners, clients and COIs
Execute AMG banking transactions to ensure quality and efficiency
Manage/monitor book of business to ensure client satisfaction, retention and expansion of sales revenue
Analyze, evaluate, structure, and mitigate credit risk for complex credit requests
Provide leadership and mentoring to team members
Ensure compliance with banking policies and regulations

8+ years industry relevant experience
university / college degree (higher level education such as a Masters degree, PhD, or certifications is desirable)
Book Of Business
Client Satisfaction
Customer Retentions
Financial Management
Financial Performance
Portfolio Management
Sales Process
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

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
a robust wellness program with financial incentives
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

Senior Banking Advisor – Private Bank

Key skills