Banking Advisor III - PNC Private Bank

PNC • Dallas, TX

122d

About The Position

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Banking Advisor III within the PNC Private Bank organization, you will be based in Dallas, TX. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager’s discretion. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Requirements

• University / college degree.
• 5+ years of industry-relevant experience.
• Specific certifications may be required.
• In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Nice To Haves

• Book Of Business
• Client Satisfaction
• Customer Retentions
• Financial Management
• Financial Performance
• Portfolio Management
• Sales Process

Responsibilities

• Identifies and sells AMG banking products and services to internal and external clients.
• Ensures compliance with current banking policies and regulations.
• Provides leadership and mentoring to members of team.
• Introduces and sells, both inside and outside of the office, products and services to high-net-worth clients.
• Demonstrates a high degree of knowledge in identifying and selling solutions.
• Builds relationships with internal and external customers through the utilization of appropriate tools or technologies.
• Makes day-to-day decisions in executing AMG banking transactions to ensure quality and efficiency.
• Manages/monitors book of business to ensure client satisfaction, client retention and expansion of sales revenue.

Benefits

• Medical/prescription drug coverage (with a Health Savings Account feature)
• 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/elder care
• Adoption, surrogacy, and doula reimbursement
• Educational assistance, including select programs fully paid
• A robust wellness program with financial incentives
• Maternity and/or parental leave
• Up to 11 paid holidays each year
• 8 occasional absence days each year
• Between 15 to 25 vacation days each year, depending on career level and years of service

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees