Private Banking Advisor II | High‑Net‑Worth Solutions

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

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.