Talent.com
Banking Advisor III - PNC Private Bank
Banking Advisor III - PNC Private BankDallas Staffing • Dallas, TX, US
Banking Advisor III - PNC Private Bank

Banking Advisor III - PNC Private Bank

Dallas Staffing • Dallas, TX, US
22 days ago
Job type
  • Full-time
  • Part-time
Job description

Banking Advisor III

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.

Job Description

  • 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.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be :

  • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
  • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
  • Qualifications

    Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications / licensures needed to be successful in this position.

    Preferred Skills

  • Book Of Business
  • Client Satisfaction
  • Customer Retentions
  • 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

    Bachelors

    Certifications

    No Required Certification(s)

    Licenses

    Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

    Benefits

    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. In addition, PNC generally provides the following paid time off, depending on your eligibility : 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. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.

    Disability Accommodations Statement

    If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, 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 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

    Equal Employment Opportunity (EEO)

    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.

    California Residents

    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.

    Create a job alert for this search

    Banking Advisor Iii Pnc Private Bank • Dallas, TX, US

    Related jobs
    Branch Manager

    Branch Manager

    PNC • Ennis, TX, US
    Full-time +1
    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 ...Show more
    Last updated: 30+ days ago • Promoted
    U.S. Private Bank - Private Banker - Vice President

    U.S. Private Bank - Private Banker - Vice President

    JPMorgan Chase • Dallas, TX, United States
    Full-time
    We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J. If you have an entrepreneurial ...Show more
    Last updated: 10 days ago • Promoted
    Private Client Banker - Hillcrest and University - Dallas, TX

    Private Client Banker - Hillcrest and University - Dallas, TX

    Chase • Dallas, TX, US
    Full-time
    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and havin...Show more
    Last updated: 27 days ago • Promoted
    Relationship Manager III

    Relationship Manager III

    Cullen / Frost Bankers • Dallas, TX, US
    Full-time
    We value our talented employees and whenever possible strive to help them grow professionally.If you believe this position is right for you, we encourage you to apply!. Our people make all the diffe...Show more
    Last updated: 29 days ago • Promoted
    Business Banker I

    Business Banker I

    Simmons Bank • Dallas, TX, United States
    Full-time
    It's fun to work in a company where people truly BELIEVE in what they're doing!.We're committed to bringing passion and customer focus to the business. The Business Banker I is focused on acquiring,...Show more
    Last updated: 25 days ago • Promoted
    U.S. Private Bank – Private Banker – Vice President

    U.S. Private Bank – Private Banker – Vice President

    JPMorganChase • Dallas, TX, United States
    Full-time
    We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first‑class experience to clients within J. If you have an entrepreneurial ...Show more
    Last updated: 10 days ago • Promoted
    Financial Sales Manager II Target

    Financial Sales Manager II Target

    First Citizens Bank • Dallas, TX, US
    Full-time
    At First Citizens Bank, together we become better.We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.As a Financial Sal...Show more
    Last updated: 30+ days ago • Promoted
    Private Banker II

    Private Banker II

    Busey Bank • Dallas, TX, United States
    Full-time
    The Private Banker II manages an existing portfolio of personal and business deposit, wealth management and loan relationships for high-net-worth clients. The Banker engages internal business partne...Show more
    Last updated: 30+ days ago • Promoted
    U.S. Private Bank – Private Banker – Vice President

    U.S. Private Bank – Private Banker – Vice President

    JPMorgan Chase & Co. • Dallas, TX, United States
    Full-time
    We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first‑class experience to clients within J. If you have an entrepreneurial ...Show more
    Last updated: 28 days ago • Promoted
    Senior Regional Banking Relationship Manager

    Senior Regional Banking Relationship Manager

    Huntington • Dallas, TX, US
    Full-time
    Regional Banking Relationship Manager, Senior.The Regional Banking Relationship Manager, Senior is responsible for acquiring new business relationships to Huntington as well as maintaining and deep...Show more
    Last updated: 6 days ago • Promoted
    Regional Sales Advisor - Merchant Services

    Regional Sales Advisor - Merchant Services

    Huntington • Dallas, TX, US
    Full-time
    Responsible for generating and expanding client relationships by providing expert payment solutions and recommendations in the business / middle market space from $3-$50 million.You will also partner...Show more
    Last updated: 29 days ago • Promoted
    Relationship Manager II - Business Banking

    Relationship Manager II - Business Banking

    Dallas Staffing • Dallas, TX, US
    Full-time +1
    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 ...Show more
    Last updated: 11 days ago • Promoted
    Private Banking Regional Manager, Texas Region

    Private Banking Regional Manager, Texas Region

    Cibc • Dallas, TX, US
    Full-time
    Private Banking Regional Manager.We're building a relationship-oriented bank for the modern world.We need talented, passionate professionals who are dedicated to doing what's right for our clients....Show more
    Last updated: 8 days ago • Promoted
    Associate or AVP - Portfolio Manager, Commercial (Diversified Industries)

    Associate or AVP - Portfolio Manager, Commercial (Diversified Industries)

    Bmo • Dallas, TX, US
    Part-time
    Commercial Banking Loan Analyst.Analyzes credit information to support lending decisions and processes for new and existing commercial banking loans and credit solutions in an assigned portfolio of...Show more
    Last updated: 30+ days ago • Promoted
    Shift Lead

    Shift Lead

    Walgreens • Ennis, TX, US
    Full-time
    Opens and closes the store in the absence of store management, including all required systems start-ups, required cash handling, and ensuring the floor and stock room are ready for the business day...Show more
    Last updated: 30+ days ago • Promoted
    Citi Private Bank - UHNW Private Banker - Director / MD

    Citi Private Bank - UHNW Private Banker - Director / MD

    Citi • Dallas, TX, United States
    Full-time
    Citi Private Bank - UHNW Private Banker - Director / MD.Be among the first 25 applicants.Citi Private Bank - UHNW Private Banker - Director / MD. Private Bankers at Citi develop and deepen client re...Show more
    Last updated: 30+ days ago • Promoted
    Investment Banking - Mid-Cap Investment Banking - Associate

    Investment Banking - Mid-Cap Investment Banking - Associate

    Chase • Dallas, TX, US
    Full-time
    Show more
    Last updated: 30+ days ago • Promoted
    Financial Advisor II

    Financial Advisor II

    Frost Bank • Dallas, TX, United States
    Full-time
    It's about helping others establish a financial foundation and build their dreams.Are you passionate about teaching others the basics of financial planning and making a positive difference in their...Show more
    Last updated: 16 days ago • Promoted