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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-timeNaperville, IL, USA

About the Job

Requirements

  • A university or college degree is typically required, along with 3 or more 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.
  • Knowledge and capabilities in banking products, business acumen, customer experience management, customer retention, decision-making and critical thinking, managing multiple priorities, products and services, relationship management, and selling.
  • FINRA Series 7 and 66, or Series 63 and 65, are preferred. Life and Health Insurance licensure 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 with new and existing clients, generate and manage leads and client appointments, and use consultative conversations and knowledge of bank products and services to attract new households and grow client relationships.
  • Develop and maintain internal partnerships to drive revenue, acquisition, and growth; manage risk and portfolio profitability; deliver client service from acquisition through onboarding and servicing; and complete timely, accurate sales and client relationship management administration.
  • Execute team processes such as pre-call planning, post-call debriefs, and relationship reviews; coordinate ecosystem partners and engage experts according to identified client needs; and suggest tailored solutions aligned with client needs to support financial wellness.
  • Use client insights and sales tools to develop actionable sales strategies, identify and convert sales opportunities, and deliver a strong client experience.
  • Achieve business results through collaboration with ecosystem partners; develop ecosystem leadership within and outside the branch as a Center of Influence; own client relationships and hold the team accountable for deliverables; own client penetration goals with ecosystem partners; and 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 through proactive, responsive service that meets client goals, advanced relationship-building and conversation skills, and knowledge of business-segment capabilities and offerings.
  • Apply customer-focused practices by prioritizing customer needs and satisfaction and using that knowledge to create customized customer solutions.
  • Assess and manage risks associated with business objectives and activities in accordance with PNC's Enterprise Risk Management Framework.

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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