P

PNC Financial Services

Runs a national bank for people and businesses

Premier Client Banker

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

About the Job

Requirements

  • A university or college degree and 3 or more years of relevant or direct industry experience are typically required; comparable education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
  • Knowledge of banking products, business acumen, customer experience management, customer retention, decision-making and critical thinking, communication, managing multiple priorities, products and services, relationship management, and selling.
  • FINRA Series 7 and Series 66, or Series 63 and Series 65, are preferred; Life and Health Insurance is preferred.
  • Candidates considered for the position are subject to additional background checks required by Consumer Financial Protection Bureau regulations.

Responsibilities

  • Develop and execute strategies to drive Mass Affluent client acquisition, outreach, and retention, generate revenue, deepen share of wallet, generate and manage leads and client appointments, and position bank products and services to grow existing relationships and attract new households.
  • Develop and maintain internal partnerships to drive revenue, acquisition, and growth; manage portfolio risk and profitability; deliver the client experience from acquisition through onboarding and servicing; and complete timely, accurate, and proactive sales and relationship-management administration.
  • Execute team processes, including pre-call planning, post-call debriefs, and relationship reviews; coordinate ecosystem partners based on client needs; and suggest tailored financial wellness solutions.
  • Use client insights and sales tools to develop actionable sales strategies, identify sales opportunities, convert them, and deliver a strong client experience.
  • Achieve business results through collaboration with ecosystem partners inside and outside the branch; own client relationships and penetration goals; hold ecosystem partners accountable for deliverables; and deliver Mass Affluent advice and planning through a joint banking and investing partnership with a PNC Financial Advisor.
  • Build client commitment and advocacy by providing proactive, responsive service aligned with client goals and using advanced relationship-building and conversation skills.

Desired Qualifications

  • Certifications are often desired.
  • 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

Recently Posted Jobs

Explore more opportunities at PNC Financial Services

See more jobs