Banking Advisor III - PNC Private Bank
PNC
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, you will be based in Houston, TX. R219713 Job Profile 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, you will be based in Houston, TX. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description Identifies and provides guidance and advice on appropriate credit and cash management solutions for current and prospective high-net worth clients as part of a broader Private Banking team. Meets with internal and external clients to introduce and sell AMG banking products and services. Proficient at building relationships with internal and external partners, clients and COIs. Makes day-to-day decisions in executing AMG banking transactions to ensure quality and efficiency. Proficient in the origination, financial analysis, negotiation and documentation of credit and non-credit banking products and services. Manages/monitors book of business to ensure client satisfaction, client retention and expansion of sales revenue. Demonstrates strong ability to analyze, evaluate and mitigate credit risk for complex credit requests by utilizing knowledge of advanced credit fundamentals and internal credit policies. Provides leadership and mentoring to junior members of team. Ensures compliance with current banking policies and regulations. 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, Credit Analysis and Verification, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Problem Solving, Products and Services, Sales Negotiating, Value 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 No Required License(s) Benefits No Required or Preferred Language Assessments 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; 9 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 pncthrive.com. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at View email address on click.appcast.io. 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 View phone number on click.appcast.io 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. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. 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. #J-18808-Ljbffr
$112k - $228.8k
...: United States of AmericaCompany: PNCPosition OverviewAt PNC, our people are our greatest differentiator and competitive... ...to the company’s success. As a Senior Estate Settlement Advisor within PNC's Private Bank organization, you will be based in Indianapolis, IN, Bloomington...PrivateFull timeTemporary workPart timeWork experience placementWork at office- ...50-year legacy of providing unparalleled banking services. Who You Are As a Personal Banker... ...Banker- Stafford-Houston, TX U.S. Private Bank - Private Banker - Vice President or... ...Blvd-Houston, TX Relationship Banker I/II/III - BAMC Financial Center Business Banking...PrivateFull timeMonday to Friday
- ...JPMorgan Chase in Houston invites ambitious students to join the Advisor Training Program in Global Private Bank. This program begins with a five-week immersion and global training, exposing you to investments, lending, banking, and trust and estates. You will network...PrivateTraineeship
- ...Merrill Lending Solutions Advisor II Dallas, Texas;Austin, Texas; Chicago, Illinois; Houston... ...18 years of age. Acknowledge ( Bank of America employees are required to meet... ...business development efforts, primarily with Private Wealth Advisors and Merrill Financial...PrivateWork at officeShift workDay shift
- ...Job Function / Summary Private Banker 4 coordinates the integrated delivery of wealth products and services to high net worth clients for... ...for loan structure based on client needs and in accordance with bank policy, then packages and presents loan proposals to appropriate...PrivateLocal area
$73.5k - $139.7k
...for a public accounting firm, while at the same time operating in private company environments daily. We provide accounting, technology... ...timely mannerUnderstand the purpose of reconciliations. Approve bank reconciliations and general ledger account reconciliationsPrepare...PrivateFull timeWork experience placementInternshipWork at officeLocal area- ...Portfolio Manager III (Finance) The Portfolio Manager III is an individual contributor... ...lenders. Viewed as a value added financial advisor by the client/borrower, critical and knowledgeable... ...other essential information to secure the bank's position to minimize potential losses....Bank staff
- DescriptionSummary: The CRE Portfolio Manager III services, deepens, and retains assigned profitable customer relationships by proactively... ...Web Site for more details.Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt...Full timeRemote workWork from homeFlexible hours
- ...Client Relationship Support; Commercial Banking, Energy; Commercial Banking, Syndications... ...Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund... ...Client Relationship Specialist III supports relationship managers and clients...Private
- ...Private Banker Sunflower Bank, N.A. is looking for a Private Banker to join our growing team in Houston, TX. The Private Banker position is... ...with High-Net-Worth individuals and families. As a trusted advisor, this position manages the clients' relationships across...PrivateFlexible hours
- ...Frost in Houston, TX is seeking a Private Banking Officer II to help affluent clients manage their financial lives, collaborating with Frost lines of business to build tailored plans. You will develop relationships, generate new business, and lead a team-oriented approach...Private
- ...Antonio -SANANAreas of Interest: Commercial Banking, Corporate; Commercial Loan Processing;... ...Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund... ...DescriptionThe Loan Coordination Specialist III supports relationship managers and clients...Private
- Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes... ...estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this...Private
- ...-WDLND Areas of Interest: Financial Advisor; Wealth Management Pay Transparency Salary... ...Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund... ...Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of...PrivateTemporary workWork at officeImmediate start
- ...posting. Summary We are seeking outstanding Advisors to join our growing team. If you are... ...referral sources inside and outside of the bank. You will enjoy the support of the firm in... ...and its subsidiaries offer commercial, private banking, consumer, small business, wealth...PrivateFull timeWork at office
$150k
...Houston, TX ???? $150,000+ | Full-Time | Banking Industry Help Build More Than Wealth. Build... ...preservation, you'll become a trusted advisor whose influence reaches across generations... ...Partner closely with Commercial Bankers, Private Bankers, Treasury Management professionals...PrivateFull time$148.79k - $230.21k
...appropriate steps to safeguard and protect private and personally identifiable information... ...At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of... ...consumer and mortgage credit, and general banking servicesServes as a focused partner, working...PrivateFull timeFlexible hours$123k - $154k
...quarterly reporting and ongoing evaluation of the existing land bank and pipeline.Provide analytical and execution support to advance... ...experience in real estate (investment, finance, development, or private equity).Advanced understanding of real estate finance, equity capitalization...PrivateFull timeFor contractorsWork at office$175k - $225k
...and communities.We are currently looking for a seniorInvestment Banking Associate to join our Depositories team within the Financial... ...to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. We...PrivateFull timeWork at office- ...success of each line of business it supports, helping to drive the strategic vision set forth by Texas Capital Bank. This position will support the Private Wealth line of business within the bank. The Portfolio Manager owns the underwriting process for all credit requests...PrivateWork at office
- ...Summary The Relationship Banker is a trusted advisor who engages clients in meaningful,... ...growth by actively promoting and selling the bank’s products and services. This role... ...including but not limited to mortgage, wealth, private client, and business banking. Proactive...PrivateTemporary work
- ...delivery of financial services through superior hands-on contact for Bank customers. These clients are high-income earners or high-net-... ..., and fiduciary servicesCoordinate the development of new private banking business and call on potential or existing customers to...PrivateWork experience placement
- ...Location: Houston -HOUS, Denver -DENAreas of Interest: Commercial Banking, Energy; Commercial Banking; Lending; UnderwritingPay... ...includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment...Private
$310k
...Law 100 firm. The successful candidate will focus on lender-side private warehouse and trade receivables financings, with the opportunity... ...sheet structuring. Key Responsibilities Represent banks, funds, and financial institutions in structured finance transactions...PrivateWork at office$85k - $150k
IntroductionSince 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the... ...in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable...PrivateFull time$20 - $21 per hour
...Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we... ...expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable...Private- ...high-net-worth family relationships while serving as the lead advisor within a structured client-facing team. Responsibilities Manage... ...roles within a mid-sized wealth management firm, RIA, private bank, or similar environment Required Skills Strong interpersonal...Private
$120k - $180k
IntroductionSince 1973, East West Bank has served as a pathway to success. With over 11... ...like real estate, entertainment and media, private equity and venture capital, and high-tech... ...programs. The role serves as a key advisor in evaluating tax-advantaged investment opportunities...PrivateFull time$260k - $390k
...BANKING & FINANCE ASSOCIATE ATTORNEY Our client, a prestigious Amlaw 50 firm, is seeking a highly motivated Banking & Finance Associate... ...ideal candidate will contribute to high-value matters across private credit, structured finance, syndicated lending, distressed...PrivateWork at officeFlexible hours- ...Senior Private Wealth Banker Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net-worth clients grow,... ...8-10 years of directly related experience in credit/banking and/or 14-16 years of equivalent combination of education...PrivateLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Banking Advisor III - PNC Private Bank. Be the first to apply!

