PNC · 1 month ago
Banking Advisor III - PNC Private Bank
Dallas, TX
Full-time
Onsite
Senior Level
5+ years expPNC is a financial services company that emphasizes the importance of its people as a competitive advantage. The Banking Advisor III role involves identifying and selling banking products to high-net-worth clients while ensuring compliance and providing leadership within the team.
BankingFinanceFinancial Services
No H1B
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
Qualification
Required
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
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities
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
Bachelors
Preferred
Book Of Business
Client Satisfaction
Customer Retentions
Financial Management
Financial Performance
Portfolio Management
Sales Process
Client Relationship Management
Decision Making and Critical Thinking
Effective Communications
Managing Multiple Priorities
Problem Solving
Products and Services
Selling
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, unless otherwise required by law
Between 15 to 25 vacation days each year, depending on career level and years of service
Company
PNC
PNC is a financial service company providing bank deposits products and services to its community.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1975-11-17IPO
Leadership Team
Keith Hayes
SVP, PNC Aviation Finance
M
Michael Gaber
Senior Vice President - Originations
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