Banking Advisor II (MLO)

PNC Financial Services Group, Inc.; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Dental and vision

Employee life insurance

Disability protection

401(k) with company match

Pension and stock purchase plans

Dependent care reimbursement

Back-up child/elder care

Educational assistance

Wellness program

Parental leave

Paid holidays

Vacation days

Job summary

PNC Financial Services Group, Inc. in Fort Worth, TX seeks a Banking Advisor II to provide credit and cash management guidance to high-net-worth clients within Private Banking. You will work with a team, meet with clients, and expand relationships while upholding banking policies and risk standards.

With limited supervision, you will analyze credit requests, negotiate terms, and document banking solutions. Strong relationship skills and regulatory knowledge are essential for success.

Qualifications

• University degree required; 3+ years of relevant/direct banking experience.
• Ability to analyze credit risk and manage high-net-worth client relationships.
• Strong knowledge of banking policies and regulatory compliance.

Responsibilities

• Identifies credit and cash management solutions for high-net-worth clients.
• Meets with clients to introduce and sell AMG banking products and services.
• Manages/monitors book of business to ensure satisfaction and retention.

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

Education

Education Bachelors

Job description

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. As a Banking Advisor II within PNC's Private Banking organization, you will be based in Fort Worth, TX. 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

Identifies and provides guidance and advice on appropriate credit and cash management solutions for current and prospective high-net worth clients as part of a broader Private Banking team. With limited supervision from Senior Banking Advisors, meets with internal and external clients to introduce and sell AMG banking products and services. Builds relationships with internal and external partners, clients and COIs. Makes day-to-day decisions in supporting clients with banking transactions. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit banking products and services. Manages/monitors book of business to ensure client satisfaction, client retention and expansion of sales revenue. Demonstrates ability to analyze, evaluate, and mitigate credit risk for credit requests by utilizing knowledge of advanced 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.

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 3+ years of relevant / direct industry experience.

Certifications

Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

• Education Bachelors
• Certifications No Required Certification(s)
• Licenses No Required License(s)
• Language Assessments No Required or Preferred Language Assessments

Benefits

• 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

To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at [e-mail]. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

For nearly 160 years, PNC has strived to make a meaningful impact for our employees, customers, communities, and shareholders. We believe our success and positive reputation are built on open and honest dialogue, an unwavering focus on smart risk management, relationship-based customer service and community investments. Our inclusive workplace allows our employees to be heard, valued, and developed to do their best work. Being a great place to work means we are making a lasting difference for everyone we serve.

Check out the top reasons to join PNC.

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The benefits and programs highlighted below are just a sampling of what PNC offers its employees. To learn more, visit our Total Rewards page.