Banking Advisor I — Virtual Client Partner

PNC; Phoenix (AZ); On-site; USD 64,000 - 128,000; Full time

Benefits offered by this job

Medical coverage

Dental & Vision

401(k) with match

Pension plan

Stock purchase program

Wellness program

Paid time off

Job summary

PNC is seeking a Banking Advisor I within the Private Bank Connect organization to act as a trusted advisor in a high-volume, fast-paced environment across multiple locations. You will support client relationships, introduce AMG banking products, and assist with credit and cash management solutions, while upholding regulatory standards.

The role emphasizes relationship growth, proactive client outreach, and collaboration with Senior Banking Advisors to deliver best-in-class service and solutions.

Qualifications

• University degree and 2+ years of relevant professional experience.
• Proven banking product knowledge and credit risk awareness.
• Ability to develop client relationships and drive retention.

Responsibilities

• Observe client meetings, assist in banking product introductions, and support pre-call planning.
• Assist in origination, financial analysis, and documentation of banking products.
• Provide proactive outreach to clients to support retention and revenue growth.
• Adhere to credit policies and regulatory requirements while evaluating risk.
• Support Senior Banking Advisors in service delivery and client satisfaction.

Skills

Book Of Business

Client Satisfaction

Customer Retentions

Financial Management

Financial Performance

Portfolio Management

Sales Process

Education

Bachelor's

Job description

PNC is seeking a Banking Advisor I within the Private Bank Connect organization to act as a trusted advisor in a high-volume, fast-paced environment across multiple locations. You will support client relationships, introduce AMG banking products, and assist with credit and cash management solutions, while upholding regulatory standards.

The role emphasizes relationship growth, proactive client outreach, and collaboration with Senior Banking Advisors to deliver best-in-class service and solutions.