Remote Banking Advisor I: Client Growth & Advisory

PNC; Dallas (TX); On-site; USD 64,000 - 128,000; Full time

Job summary

PNC Private Bank Connect is seeking a Banking Advisor I to operate in a fast-paced, virtually delivered environment. The role focuses on building relationships, delivering best-in-class solutions, and supporting client balance sheets with fee-based and lending products.

The position observes client meetings, assists in introducing AMG banking products, and helps with credit analysis, loan documentation, and service of a growing book of business.

Qualifications

• Banking/financial services knowledge including cross-sell of AMG banking products.
• Ability to manage risk and adhere to policies.

Responsibilities

• Observe Senior Banking Advisors in client meetings and outreach activities.
• Assist in introducing AMG banking products to clients and in pre-call planning.
• Support origination, financial analysis, negotiation and documentation of credit and non-credit banking products.
• Assist in servicing book of business to drive client satisfaction and retention.
• Demonstrate ability to analyze and mitigate credit risk per internal policies.

Skills

Customer Focused

Managing Risk

Client Relationship Management

Credit Analysis

Sales Process

Value Selling

Competencies

Education

Bachelor's degree

Job description

PNC Private Bank Connect is seeking a Banking Advisor I to operate in a fast-paced, virtually delivered environment. The role focuses on building relationships, delivering best-in-class solutions, and supporting client balance sheets with fee-based and lending products.

The position observes client meetings, assists in introducing AMG banking products, and helps with credit analysis, loan documentation, and service of a growing book of business.