Private Banking Advisor II - High-Net-Worth Solutions

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

Benefits offered by this job

Medical/prescription coverage

Dental and vision

401(k) with employer match

Paid time off

Job summary

PNC's Fort Worth-based Banking Advisor II within Private Banking delivers credit and cash management guidance to high-net-worth clients, collaborating with internal teams and external partners to offer AMG products and solutions. The role focuses on building trusted relationships, expanding client coverage, and managing day-to-day banking needs with sound risk and compliance practices.

The position emphasizes relationship-driven sales, thorough credit analysis, and proactive client service to

Qualifications

• University/college degree required; 3+ years of direct industry experience.
• Certifications are often desired.
• In lieu of a degree, a comparable combination of education, job specific certification(s), and experience may be considered.

Responsibilities

• Identifies and provides guidance on credit and cash management solutions for high-net-worth clients as part of Private Banking.
• Meets with clients to introduce and sell AMG banking products and services and builds relationships with partners and clients.
• Manages day-to-day banking transactions and handles origination, financial analysis, and documentation of banking products and services.
• Monitors book of business to ensure client satisfaction, retention and revenue growth.
• Analyzes and mitigates credit risk, ensuring compliance with banking policies and regulations.

Skills

Client Relationship Management

Credit Analysis

Decision Making

Problem Solving

Sales Negotiation

Education

Bachelor's

Job description

PNC's Fort Worth-based Banking Advisor II within Private Banking delivers credit and cash management guidance to high-net-worth clients, collaborating with internal teams and external partners to offer AMG products and solutions. The role focuses on building trusted relationships, expanding client coverage, and managing day-to-day banking needs with sound risk and compliance practices.

The position emphasizes relationship-driven sales, thorough credit analysis, and proactive client service to