Mass Affluent Wealth Banker & Relationship Leader

PNC; Libertyville (IL); In loco; USD 70.125 - 116.875; Tempo pieno

Vantaggi offerti da questo lavoro

Health benefits

401(k) with match

Pension

Stock purchase plan

Paid holidays

Descrizione del lavoro

PNC seeks a Premier Client Banker in its Wealth Management unit based in Libertyville, IL. The role focuses on acquiring Mass Affluent clients, deepening relationships, and delivering tailored banking and investing solutions.

You will partner with advisors, manage a portfolio, and drive revenue growth while maintaining exceptional client service through proactive engagement and ecosystem collaboration.

Competenze

• Bachelor's degree required.
• 3+ years of relevant experience.
• FINRA Series 7, 66 preferred; Life and Health Insurance preferred.

Mansioni

• Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention to grow revenue and share of wallet.
• Build internal partnerships to drive revenue and manage risk while delivering an exceptional client experience.
• Leverage client insight and sales tools to translate into actionable strategies and convert opportunities.
• Lead and collaborate with ecosystem partners to achieve client penetration goals in banking and investing.
• Provide proactive, responsive service to meet client goals and maintain advanced knowledge of offerings.

Conoscenze

Banking products

Business acumen

Customer experience

Relationship mgmt

Sales

Decision making

Communication

Multitasking

Formazione

Bachelor's degree

Descrizione del lavoro

PNC seeks a Premier Client Banker in its Wealth Management unit based in Libertyville, IL. The role focuses on acquiring Mass Affluent clients, deepening relationships, and delivering tailored banking and investing solutions.

You will partner with advisors, manage a portfolio, and drive revenue growth while maintaining exceptional client service through proactive engagement and ecosystem collaboration.