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PNC Financial Services

Runs a national bank for people and businesses

Wealth Banker

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeNiles, IL, USA

About the Job

Requirements

  • The role typically requires a university or college degree and at least 3 years of relevant or direct industry experience; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
  • Candidates must demonstrate appropriate knowledge, skills, and abilities for the role.
  • Relevant competencies include banking products, business acumen, collaboration, customer experience management, customer retention, decision-making and critical thinking, effective communications, influencing, managing multiple priorities, products and services, relationship management, and selling.

Responsibilities

  • Develop and execute strategies to drive Mass Affluent client acquisition, outreach, and retention, generate revenue, deepen share of wallet with new and existing clients, and attract new mass affluent households, with a focus typically on a more complex client base.
  • Generate and manage leads and client appointments, using needs-based and consultative conversations and knowledge of bank products and services to position offerings and grow client relationships.
  • Develop and maintain internal and external partnerships to drive revenue, client acquisition, and growth.
  • Own communication and contact with existing clients to capture expansion opportunities; manage risk and profitability across the client portfolio; and provide a differentiated experience from acquisition through onboarding and servicing.
  • Complete timely, accurate, and complete sales and client relationship management administration tasks as determined by the business.
  • Execute team processes, including pre-call planning, post-call debriefs, and relationship reviews, and generate quality referrals for ecosystem partners.
  • Deliver financial wellness by proactively suggesting solutions tailored to client needs.
  • Use client insights and sales tools to develop actionable sales strategies and tactics, identify and convert sales opportunities, and deliver an exceptional client experience.
  • Achieve business results through leadership of and productive collaboration with ecosystem partners; own the client relationship and hold the team accountable for deliverables.
  • Deliver the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor.
  • Build client commitment and advocacy by providing proactive and responsive service to meet client goals, differentiating the experience through advanced conversation skills, and maintaining in-depth knowledge of business segment capabilities and offerings.
  • Assess and effectively manage risks associated with business objectives and activities in accordance with PNC's Enterprise Risk Management Framework.

Desired Qualifications

  • FINRA Series 7 and Series 66, or Series 63 and Series 65, are preferred.
  • Life and Health Insurance is preferred.

About the Company

PNC Financial Services

Runs a national bank for people and businesses

PNC Financial Services runs one of the largest banks in America, serving households and businesses of every size through branches, apps, and corporate bankers. Acquisitions turned it from a regional lender into a coast-to-coast bank, notably its purchases of National City during the 2008 financial crisis and BBVA USA in 2021. Consumers keep checking and savings accounts, such as Virtual Wallet with its built-in budgeting tools, and take out mortgages and credit cards, while companies borrow and manage cash through PNC. It earns most of its money on the gap between loan interest and deposit costs, and the rest from fees. PNC traces its roots to a savings bank founded in 1845 and is based in Pittsburgh, Pennsylvania.

Company size
10,001+
Company stage
IPO
Headquarters
Pittsburgh, PA
Founded
1845

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