Banking Advisor II, MLO

PNC

Private Banking Advisor serving high-net-worth clients for PNC. Managing credit solutions, banking relationships, risk analysis, and portfolio growth.

Posted 9/9/2026full-timeFort Worth • Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

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, client relationship management, and financial analysis to drive client satisfaction and retention. Proficient in navigating banking policies and regulations while managing a diverse portfolio of high-net-worth clients.

Highest-signal resume keywords

Credit AnalysisClient Relationship ManagementFinancial ManagementSales NegotiatingPortfolio Management

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial AnalysisCredit Risk MitigationBanking TransactionsDocumentation of Banking ProductsSales Process

Soft Skills

Effective CommunicationDecision MakingProblem SolvingManaging Multiple PrioritiesCritical Thinking

Industry Keywords

High-Net-Worth ClientsClient SatisfactionCustomer RetentionCompliancePrivate Banking

About the role

Key responsibilities & impact

Identify and provide guidance on appropriate credit and cash management solutions for current and prospective high-net-worth clients
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
Make day-to-day decisions supporting clients with banking transactions
Handle origination, financial analysis, negotiation, and documentation of credit and non-credit banking products and services
Manage and monitor a book of business to ensure client satisfaction, client retention, and sales revenue expansion
Analyze, evaluate, and mitigate credit risk for credit requests using advanced credit fundamentals and internal credit policies
Ensure compliance with current banking policies and regulations
Work as part of PNC’s Private Banking organization and broader Private Banking team

Requirements

What you’ll need

University/college degree typically required for roles at this level
3+ years of relevant/direct industry experience
In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience, including military service, may be considered
Knowledge of book of business, client satisfaction, customer retention, financial management, financial performance, portfolio management, and sales process
Competency 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
Bachelor’s education listed
No required certifications
No required licenses
No required or preferred language assessments
Must satisfy Section 19 of the Federal Deposit Insurance Act requirements and, for any registered role, the SAFE Act and/or FINRA requirements regarding certain criminal history
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position

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
Between 15 to 25 vacation days each year, depending on career level
Additional benefits based on years of service