Entry-Level Private Banking Advisor

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

Benefits offered by this job

Medical/dental/vision coverage

401(k) with company match

Pension and stock purchase plans

Education assistance

Job summary

PNC Financial Services Group is hiring a Banking Advisor I for the Private Bank Connect team. The role supports client relationships in a high-volume, virtual, fast-paced environment across multiple locations, including Dallas, TX; Cleveland, OH; Denver, CO, and other PNC Private Bank sites.

The Banking Advisor I will serve as a trusted partner, helping clients balance their financial needs with best-in-class products and guidance, contributing to client retention, deepening, and acquisition.

Qualifications

• University/college degree required.
• 2+ years of relevant professional experience.
• In lieu of a degree, a comparable combination of education, certification(s), and experience may be considered.
• No required Certification(s).

Responsibilities

• Observe client meetings, Bank positioning, and client outreach activities under the direction of Senior Banking Advisors.
• Assist Senior Banking Advisors in introducing AMG banking products and services to clients; assist in prospect discovery, pre-call planning, meeting prep, post-call follow-up.

Skills

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

Education

Bachelor's Degree

Job description

PNC Financial Services Group is hiring a Banking Advisor I for the Private Bank Connect team. The role supports client relationships in a high-volume, virtual, fast-paced environment across multiple locations, including Dallas, TX; Cleveland, OH; Denver, CO, and other PNC Private Bank sites.

The Banking Advisor I will serve as a trusted partner, helping clients balance their financial needs with best-in-class products and guidance, contributing to client retention, deepening, and acquisition.