Banking Advisor III - Private Bank

Join to apply for the Banking Advisor III - PNC Private Bank role at PNC.

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.

Location: 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.

R199371

• 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 the 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 and monitors book of business to ensure client satisfaction, client retention and expansion of sales revenue.

• Preferred
  
  Skills:
  
  Book of Business, Client Satisfaction, Customer Retention, Financial Management, Financial Performance, Portfolio Management, Sales Process.
• Competencies: Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Problem Solving, Products and Services, Selling.
• Work Experience: Roles at this level typically require a university/college degree with 5+ years of industry-relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job-specific certification(s) and experience (including military service) may be considered.
• Education: Bachelor’s degree.
• Certifications: None required.
• Licenses: Candidates subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: 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 is also available.

Paid time off: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; 15 to 25 vacation days each year, depending on career level; and years of service.

If an accommodation is required to participate in the application process, please contact us via email at  Please include “accommodation request” in the subject line title and be sure to include your name, the job , and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call  and say “Workday” for accommodation assistance.

All information provided will be kept confidential and used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.