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Banking Advisor III - PNC Private Bank

PNC
United Statesfull_timeVerifiedPosted 1 Dec 2025

About the role

Position Overview

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, optio

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Company

PNC

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