Banking Advisor I

PNC•Pittsburgh, PA

2d•$63,750 - $127,500•Onsite

About The Position

As a Banking Advisor I within PNC Private Bank Connect, you will serve as a trusted advisor in a virtually delivered, high-volume, fast-paced, and changing environment. You will support clients by providing banking products and business solutions, developing relationships, and contributing to client retention, deepening, and acquisition. The role focuses on giving advice and guidance across clients’ balance sheets while developing communication, interpersonal, credit and cash management product knowledge, customer service, and virtual technology skills. Working under the direction of Senior Banking Advisors, you will observe client meetings and outreach, assist with product introductions and prospect discovery, and support client meeting preparation and follow-up. You will also observe and assist with credit and non-credit product origination, analysis, negotiation, documentation, and business servicing. The position requires proactive client outreach, attention to client satisfaction and sales growth, emerging credit-risk analysis skills, and compliance with banking policies and regulations. The position is based in Dallas, Texas; Cleveland, Ohio; Denver, Colorado; or potentially other PNC Private Bank locations. PNC describes itself as an in-office company and encourages candidates to confirm workplace expectations with their recruiter and hiring manager. The role is incentive eligible, with compensation based on company, business, and/or individual performance. PNC will not provide employment visa sponsorship or participate in STEM OPT for this position.

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 are subject to additional background checks required by Consumer Financial Protection Bureau regulations.
No required certifications are listed.
No required or preferred language assessments are listed.

Nice To Haves

Skills in book-of-business management, client satisfaction, customer retention, financial management, financial performance, portfolio management, and the sales process.
Competencies in client relationship management, credit analysis and verification, decision making and critical thinking, effective communications, managing multiple priorities, problem solving, products and services, sales negotiating, and value selling.

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 internal and external clients.
Aid in prospect discovery, client pre-call planning and meeting preparation, post-call tracking, and follow-up.
Observe and assist in the 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, client retention, and sales revenue expansion.
Conduct proactive client outreach based on guidance from a Senior Banking Advisor.
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.
Apply customer-focused practices and manage risks in accordance with PNC’s Enterprise Risk Management Framework.

Benefits

Medical and prescription drug coverage, including a Health Savings Account feature, subject to eligibility.
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 and back-up child or 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.
Nine occasional absence days each year, unless otherwise required by law, depending on eligibility.
Between 15 and 25 vacation days each year depending on career level and years of service, subject to eligibility.