Banking Advisor I

PNC

. Work under Senior Banking Advisors to observe client meetings, bank positioning, and client outreach activities .

Posted 10/22/2026full-timeUnited StatesJuniorMid-Level💰 $63,750 - $127,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management, financial analysis, and credit risk assessment while ensuring compliance with banking regulations. Proven ability to enhance client satisfaction and retention through effective communication and problem-solving skills.

Highest-signal resume keywords

Client Relationship ManagementCredit AnalysisFinancial ManagementSales NegotiatingRisk Assessment

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisCredit Risk MitigationPortfolio ManagementSales ProcessClient OutreachDocumentation of Banking ProductsDecision MakingProblem SolvingCustomer SolutionsCompliance with Banking Policies

Soft Skills

Effective CommunicationManaging Multiple PrioritiesCritical Thinking

Industry Keywords

Book of BusinessClient SatisfactionCustomer RetentionFinancial PerformanceEnterprise Risk Management FrameworkConsumer Financial Protection Bureau Regulations

About the role

Key responsibilities & impact

Work under Senior Banking Advisors to observe client meetings, bank positioning, and client outreach activities
Assist Senior Banking Advisors in introducing AMG banking products and services to internal and external clients
Aid in prospect discovery, client pre-call planning and meeting preparation, post-call tracking, and follow-up
Observe and assist with origination, financial analysis, negotiation, and documentation of credit and non-credit banking products and services
Service a book of business to ensure client satisfaction, client retention, and expansion of sales revenue
Conduct proactive client outreach based on Senior Banking Advisor guidance
Analyze, evaluate, and mitigate credit risk using credit fundamentals and internal credit policies
Ensure compliance with current banking policies and regulations
Deliver customized customer solutions with customer needs and satisfaction as primary considerations
Assess and manage risks associated with business objectives and activities in accordance with PNC's Enterprise Risk Management Framework

Requirements

What you’ll need

University/college degree typically required, or a comparable combination of education, job-specific certification(s), and experience may be considered in lieu of a degree
2+ years of relevant professional experience
Bachelor's degree listed under Education
Knowledge of book of business, client satisfaction, customer retention, financial management, financial performance, portfolio management, and sales process
Competence in client relationship management, credit analysis and verification, decision making and critical thinking, effective communications, managing multiple priorities, problem solving, products and services, sales negotiating, and value selling
Candidates will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position
No required certifications
No required or preferred language assessments

Benefits

Comp & perks

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 plan
Stock purchase plan
Dependent care reimbursement account
Back-up child/elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select programs fully paid
Robust wellness program with financial incentives
Maternity and/or parental leave
Up to 11 paid holidays each year
9 occasional absence days each year, unless otherwise required by law
15 to 25 vacation days each year, depending on career level
Additional benefits based on years of service
Reasonable accommodations for applicants and qualified individuals with disabilities