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PNC Financial Services

Runs a national bank for people and businesses

Premier Client Advisor

Wealth Management & Financial AdvisoryPosted on Nov 5
Full-timeClarendon Hills, IL, USA

About the Job

Requirements

  • Roles at this level typically require a university or college degree and 2 or more years of relevant professional experience. In lieu of a degree, a comparable combination of education, job-specific certifications, and experience, including military service, may be considered.
  • A Bachelor's degree is required.
  • FINRA Series 7 and Series 66, or Series 63 and Series 65, are required.
  • Life and Health Insurance licensure is required.
  • Candidates must demonstrate knowledge, skills, and abilities appropriate to the role, including coaching others, customer experience management, customer retention, effective communications, interpersonal relationships, managing multiple priorities, prospecting, sales tasks and activities, and selling.
  • The role requires customer-focused judgment and the ability to use customer needs and satisfaction to create customized solutions.
  • The role requires assessing and managing risks associated with business objectives and activities in accordance with PNC's Enterprise Risk Management Framework.

Responsibilities

  • Consult on investment and insurance strategies and develop financial plans for clients.
  • Grow and retain an investment and insurance book of business.
  • Own the client experience by handling sales and service efficiently, identifying sales opportunities, executing them, and making referrals to internal business partners as appropriate.
  • Acquire, expand, and maintain client relationships through business development and client networking.
  • Grow client loyalty and share of wallet through an exceptional client experience.
  • Apply product and procedural knowledge to solve client problems appropriately and efficiently.
  • Develop and implement investment and insurance strategies for clients and determine the products that support those strategies.
  • Present financial recommendations and guidance to clients.
  • Establish individual financial plans based on clients' financial needs and objectives, monitor those plans, and recommend changes as needed.
  • Coach and educate branch staff and internal business partners regularly to help them identify investment opportunities.
  • Drive investment education and visibility among branch staff.
  • Partner with the Private Client Banker to lead the branch team in actions to achieve investment results, demonstrate urgency, and lead by example.
  • Communicate regularly and effectively with internal and external partners to build relationships that drive referral activity.
  • Meet regularly with the branch manager and other internal business partners to communicate and review business results and pipeline management.
  • Meet service-level agreements for lead and referral follow-up.
  • Adhere to applicable laws, regulations, policies, and guidelines.

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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