Banking Advisor I

PNC Bank • Dallas, TX

8h • Onsite

About The Position

The Banking Advisor I works within PNC Private Bank Connect as a trusted advisor in a virtually delivered, high-volume, fast-paced environment. The role supports client retention, relationship deepening, and client acquisition by providing advice and guidance on clients’ financial needs and balance sheets, and by offering appropriate banking products and business solutions. The position is based in an office at a PNC Private Bank location, with listed possibilities including Dallas, Cleveland, and Denver. The advisor works under Senior Banking Advisors, gaining experience in client relationship development, credit and cash management products, customer service, and virtual technology.

The role supports prospecting, client meeting preparation and follow-up, product introductions, credit and non-credit banking services, and servicing an existing book of business. It also involves developing the ability to assess and mitigate credit risk and ensuring compliance with banking policies and regulations. Candidates typically need a bachelor’s degree and at least two years of relevant professional experience; a comparable combination of education, certification, and experience may be considered in lieu of a degree. The role is incentive eligible, with base salary varying by location, market, and individual qualifications.

Requirements

• Typically, a university or college degree and at least 2 years of relevant professional experience; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
• Bachelor’s degree listed as the education requirement.
• Demonstrate appropriate knowledge, skills, and abilities for the role.
• Candidates considered for the position are subject to additional background checks required by Consumer Financial Protection Bureau regulations.
• No employment visa sponsorship or STEM OPT participation is provided.

Nice To Haves

• Preferred skills include book of business management, client satisfaction, customer retention, financial management, financial performance, portfolio management, and the sales process.
• Competencies include client relationship management, credit analysis and verification, decision-making and critical thinking, effective communication, managing multiple priorities, problem-solving, knowledge of products and services, sales negotiation, and value selling.

Responsibilities

• Observe Senior Banking Advisors during client meetings, bank positioning, and client outreach activities.
• Assist Senior Banking Advisors in introducing AMG banking products and services to internal and external clients.
• Support prospect discovery, client pre-call planning and meeting preparation, post-call tracking, and follow-up.
• Observe and assist with origination, financial analysis, negotiation, and documentation of credit and non-credit banking products and services.
• Help service a book of business to support client satisfaction, retention, and sales revenue growth.
• Conduct proactive client outreach based on guidance from Senior Banking Advisors.
• Develop the ability to analyze, evaluate, and mitigate credit risk using credit fundamentals and internal credit policies.
• Ensure compliance with current banking policies and regulations.
• Focus on customer needs and satisfaction when making business decisions and developing customized solutions.
• Assess and manage risks associated with business objectives and activities in accordance with PNC’s Enterprise Risk Management Framework.

Benefits

• Medical and prescription drug coverage, including a Health Savings Account feature, for eligible full-time employees.
• 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 and elder care.
• Adoption, surrogacy, and doula reimbursement.
• Educational assistance, including select fully paid programs.
• Wellness program with financial incentives.
• Maternity and/or parental leave, depending on eligibility.
• Up to 11 paid holidays each year, depending on eligibility.
• 9 occasional absence days each year, unless otherwise required by law.
• 15 to 25 vacation days per year, depending on career level and years of service.
• Incentive-eligible compensation based on company, business, and/or individual performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level