Banking Advisor I

PNC; Dallas (TX); Presencial; USD 64.000 - 128.000; Jornada completa

Descripción de la vacante

PNC Private Bank Connect is seeking a Banking Advisor I to operate in a fast-paced, virtually delivered environment. The role focuses on building relationships, delivering best-in-class solutions, and supporting client balance sheets with fee-based and lending products.

The position observes client meetings, assists in introducing AMG banking products, and helps with credit analysis, loan documentation, and service of a growing book of business.

Formación

• Banking/financial services knowledge including cross-sell of AMG banking products.
• Ability to manage risk and adhere to policies.

Responsabilidades

• Observe Senior Banking Advisors in client meetings and outreach activities.
• Assist in introducing AMG banking products to clients and in pre-call planning.
• Support origination, financial analysis, negotiation and documentation of credit and non-credit banking products.
• Assist in servicing book of business to drive client satisfaction and retention.
• Demonstrate ability to analyze and mitigate credit risk per internal policies.

Conocimientos

Customer Focused

Managing Risk

Client Relationship Management

Credit Analysis

Sales Process

Value Selling

Competencies

Educación

Bachelor's degree

Descripción del empleo

Position 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 experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued, and have an opportunity to contribute to the company's success. This position is based in either Dallas, TX, Cleveland, OH, Denver, Colorado, or potentially other PNC Private Bank locations.

As a Banking Advisor I within the PNC Private Bank Connect organization, you will be a trusted advisor within a virtually delivered, high-volume, fast-paced, ever-changing environment.

Banking Advisor I will serve as a strategic partner to clients by adding value and providing best-in-class products and business solutions. Banking Advisor I's ability to develop and cultivate relationships will support the growth of the business through client retention, client deepening and client acquisition.

Banking Advisor I's dedication to growing relationships through the provision of advice and guidance around their client's entire balance sheet, will support you and your team's success. In addition, opportunities for growing communication and inter-personal skills, credit and cash management product knowledge, best in class customer service delivery and virtual technology utilization, will differentiate you from other bankers within the industry.

PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

• Works under the direction of Senior Banking Advisors to observe client meetings, Bank positioning, and client outreach activities.
• Assists Senior Banking Advisors in introducing AMG banking products and services to internal and external clients. Aids in prospect discovery, client pre-call planning /meeting prep, post call tracking and follow-up.
• Observes and assists in the origination, financial analysis, negotiation and documentation of credit and non-credit banking products and services.
• Assists in servicing book of business to ensure client satisfaction, client retention and expansion of sales revenue. Responsible for proactive outreach to clients based on guidance from Senior Banking Advisor.
• Demonstrates emerging ability to analyze, evaluate, and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies. Ensures compliance with current banking policies and regulations.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

• Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
• Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Preferred Skills

• Book Of Business
• Client Satisfaction
• Customer Retentions
• 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
• Sales Negotiating
• Value Selling

Work Experience

Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

Language Assessments

No Required or Preferred Language Assessments

Pay Transparency

Base Salary: $63,750.00 - $127,500.00

Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.

Application Window

Generally, this opening is expected to be posted for two business days from 10/21/2026, although it may be longer wit