8 дней назад
Banking Advisor II (Private Bank)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Banking Advisor II (Private Banking): Advising high-net-worth clients on credit, cash management, and banking solutions with an accent on financial analysis, relationship management, and credit risk mitigation. Focus on originating and documenting banking products, managing a client book of business, and ensuring compliance with banking policies and regulations.
Location: In-office in Pittsburgh, Pennsylvania, United States
Company
is a banking corporation providing financial products and services to personal, business, and private banking clients.
What you will do
- Advise current and prospective high-net-worth clients on credit and cash management solutions.
- Meet with internal and external clients to introduce and sell banking products and services.
- Build relationships with clients, internal partners, and centers of influence.
- Support day-to-day banking transactions and handle credit and non-credit product origination, analysis, negotiation, and documentation.
- Manage and monitor a book of business to support client satisfaction, retention, and revenue growth.
- Analyze and mitigate credit risk while ensuring compliance with banking policies and regulations.
Requirements
- University or college degree, typically a bachelor’s degree.
- 3+ years of relevant or direct industry experience.
- Knowledge of credit fundamentals, financial management, portfolio management, and banking products.
- Skills in client relationship management, communication, decision-making, problem-solving, sales, and managing multiple priorities.
- Ability to pass additional background checks required under applicable banking regulations.
- Visa sponsorship and STEM OPT participation are not available.
Culture & Benefits
- In-office work environment with an emphasis on support, inclusion, and employee development.
- Medical, prescription, dental, and vision coverage, with a Health Savings Account option.
- Life insurance, disability protection, 401(k) matching, pension, and stock purchase plans.
- Paid parental leave, holidays, vacation, occasional absence days, and family-care support.
- Educational assistance, wellness programs, and reimbursement programs for eligible employees.
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