×
Register Here to Apply for Jobs or Post Jobs. X

Banking Advisor III

Job in Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for: PNC Financial Services Group, Inc.
Full Time position
Listed on 2026-06-26
Job specializations:
  • Finance & Banking
    Banking & Finance, Financial Sales, Financial Compliance, Credit Analyst
Job Description & How to Apply Below

Position Overview

As a Banking Advisor III in PNC's Private Bank organization, you will be based in Milwaukee, WI and St. Louis, MO. The role focuses on providing guidance to high‑net‑worth clients on credit and cash‑management solutions, building relationships with internal and external partners, and ensuring client satisfaction, retention, and sales growth.

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Responsibilities
  • Identify and provide guidance on appropriate credit and cash‑management solutions for current and prospective 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 COIs.
  • Make day‑to‑day decisions on AMG banking transactions to ensure quality and efficiency.
  • Originate, analyze, negotiate, and document 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 complex credit requests using advanced credit fundamentals and internal credit policies.
  • Provide leadership and mentoring to junior team members.
  • Ensure compliance with current banking policies and regulations.
Qualifications
  • University or college degree (bachelor’s preferred) with 5+ years of industry‑relevant experience.
  • Strong knowledge of credit analysis, financial management, portfolio management, and sales processes.
  • Excellent client relationship management, decision‑making, critical thinking, and communication skills.
  • Ability to manage multiple priorities and solve complex problems.
  • Experience mentoring junior staff and ensuring compliance.
Benefits
  • Medical, prescription drug, dental, and vision coverage (includes Health Savings Account).
  • Employee and spouse/child life insurance.
  • Short and long‑term disability protection.
  • 401(k) plan with PNC match, pension options, and stock purchase plan.
  • Dependent care reimbursement account; backup child/elder care; adoption, surrogacy, and doula reimbursement.
  • Educational assistance for selected programs (full‑pay).
  • Robust wellness program with financial incentives.
  • PTO: up to 11 paid holidays, 9 occasional absence days, and 15–25 vacation days per year depending on experience.
Disability Accommodations

If an accommodation is required to participate in the application process, please contact us via email at  with the subject line “accommodation request” and include your name, job , and preferred contact method. Calls to 877‑968‑7762 may also be made. All information provided will be confidential and used only to provide necessary accommodations.

Equal Employment Opportunity

PNC provides equal employment opportunity to qualified persons irrespective of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other legally protected category. This position is subject to FDIA, SAFE, and FINRA regulations regarding criminal history for registered roles.

#J-18808-Ljbffr
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)
0
200
Filters
Education Level
Experience Level (years)
Posted in last:
Salary