Banking Advisor III

PNC

. Serve as a trusted advisor within the PNC Private Bank Connect organization .

Posted 10/7/2026full-timeUnited StatesMid-LevelSenior💰 $91,000 - $202,800 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in credit and cash management solutions, financial analysis, and client relationship management, while ensuring compliance with banking regulations. Proven ability to manage a book of business, mitigate credit risk, and provide leadership to junior team members.

Highest-signal resume keywords

Credit And Cash Management SolutionsFinancial AnalysisClient Relationship ManagementCredit Risk MitigationPortfolio Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisCredit AnalysisPortfolio ManagementSales ProcessesCredit Risk Evaluation

Soft Skills

Client Relationship DevelopmentLeadershipMentoring

Industry Keywords

PNC Private Bank ExperienceBanking Policies ComplianceConsumer Financial Protection Bureau RegulationsSection 19 Of The Federal Deposit Insurance ActSAFE ActFINRA Requirements

About the role

Key responsibilities & impact

Serve as a trusted advisor within the PNC Private Bank Connect organization
Provide guidance and advice on credit and cash management solutions for current and prospective high-net-worth clients
Act as a strategic partner by providing best-in-class products and business solutions
Develop and cultivate client relationships to support retention, deepening, and acquisition
Meet with internal and external clients to introduce and sell AMG banking products and services
Build relationships with internal and external partners, clients, and centers of influence
Execute day-to-day AMG banking transactions to ensure quality and efficiency
Originate, financially analyze, negotiate, and document credit and non-credit banking products and services
Manage and monitor a book of business to ensure client satisfaction, retention, and sales revenue expansion
Analyze, evaluate, and mitigate credit risk for complex credit requests
Provide leadership and mentoring to junior team members
Ensure compliance with current banking policies and regulations
Manage customer-focused business decisions and enterprise risks

Requirements

What you’ll need

University/college degree typically required
5+ years of industry-relevant experience
Comparable combination of education, job-specific certification(s), and experience, including military service, may be considered in lieu of a degree
Bachelor's degree listed under Education
No required certifications
Subject to additional background checks as required by Consumer Financial Protection Bureau regulations
No employment visa sponsorship or STEM OPT
Candidates must satisfy applicable Section 19 of the Federal Deposit Insurance Act requirements and, for registered roles, SAFE Act and/or FINRA requirements
Knowledge of credit and cash management solutions
Experience with financial analysis, credit analysis, portfolio/book-of-business management, sales processes, and client relationship management
Ability to analyze, evaluate, and mitigate credit risk for complex credit requests
Knowledge of advanced credit fundamentals and internal credit policies
Previous PNC Private Bank experience strongly preferred

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
15 to 25 vacation days each year, depending on career level
Benefits available to eligible full-time employees, with programs for full-time and part-time employees