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Banking Advisor Sr (MLO) - (Palm Beach, FL)

Job 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 background for our customers. As a Sr. Banking Advisor within PNC's Wealth Management organization, you will be based in Palm Beach, FL. Job Profile Identifies and sells AMG banking products and services to internal and external clients. Ensures compliance with current banking policies and regulations. Provides leadership and mentoring to members of team. Demonstrates, while meeting with clients both inside and outside the office, advanced knowledge in identifying and selling solutions to high-net-worth clients. Builds relationships with internal and external customers through effective utilization of appropriate tools or technologies. Makes day-to-day decisions in executing AMG banking transactions to ensure quality and efficiency. Manages/monitors book of business to ensure client satisfaction, client retention and expansion of sales revenue.


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Posted in Palm Beach, FL, Accounting & Finance
From Professional Diversity Network - 1 month ago