Premier Client Banker - PNC Wealth Management

PNC; Libertyville (IL); On-site; USD 70,125 - 116,875; Full time

Benefits offered by this job

Health benefits

401(k) with match

Pension

Stock purchase plan

Paid holidays

Job summary

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.

Qualifications

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

Responsibilities

• 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.

Skills

Banking products

Business acumen

Customer experience

Relationship mgmt

Sales

Decision making

Communication

Multitasking

Education

Bachelor's degree

Job description

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued, and have an opportunity to contribute to the company’s success. As a Premier Client Banker within PNC's Wealth Management organization, you will be based in Libertyville, IL.

Job Description

• Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention to generate revenue and deepen share of wallet with new and existing clients. Proactively generate and manage leads and client appointments, leveraging needs‑based and consultative conversational skills and knowledge of bank products and services to grow share of wallet and attract new mass affluent households.
• Develop and maintain internal partnerships to drive new revenue, acquisition and growth; manage risk and maximize profitability for the entire portfolio of clients; deliver a differentiated client experience from acquisition through onboarding and servicing. Maintain proactive, timely, accurate and complete sales/client relationship management administration tasks, ensuring execution of team processes such as pre‑call planning, post‑call debriefs and relationship reviews. Serve as the quarterback for ecosystem partners, bringing in experts based on needs identified and ensuring an exceptional experience in every interaction. Deliver Financial Wellness by proactively suggesting tailored solutions aligned with client needs.
• Leverage client insight and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering an exceptional client experience.
• Achieve business results through leadership and productive collaboration with a wide range of ecosystem partners. Develop ecosystem leadership inside and outside of the branch as a Center of Influence (COI). Own the client relationship and hold the team accountable for deliverables. Own client penetration goals with ecosystem partners. Deliver the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor.
• Ensure a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Differentiate client experience through advanced relationship building and conversation skills. Maintain advanced and progressive knowledge of business segment capabilities and offerings.

Desired Skills & Qualifications

• Competencies: Banking Products, Business Acumen, Collaborating, Customer Experience Management, Customer Retention, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Products and Services, Relationship Management, Selling.
• Work Experience: Roles at this level typically require a university or college degree, with 3+ years of relevant or direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job‑specific certification(s), and experience (including military service) may be considered.
• Education Requirement: Bachelor's degree (required).
• Licenses: FINRA Series 7, 66 (or 63 & 65) preferred. Life and Health Insurance preferred. Candidates considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
• Pay Transparency: Base Salary: $70,125.00 – $116,875.00. Salaries may vary based on geographic location, market data, and individual skills, experience, and education. This role is incentive eligible, with payment based on company, business, and/or individual performance.

Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on eligibility, full‑time employees have access to medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options, employee and spouse/child life insurance, short and long‑term disability protection, 401(k) with PNC match, pension and stock purchase plans, dependent care reimbursement account, backup child/elder care, adoption, surrogacy, and doula reimbursement, educational assistance (certain programs fully paid), and a robust wellness program with financial incentives. Paid time off includes maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days; 15 to 25 vacation days depending on career level; and additional days based on years of service.

Equal Employment Opportunity (EEO)

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

Disability Accommodations

If an accommodation is required to participate in the application process, please contact us via email at [e-mail]. Provide your name, the job ID, and your preferred method of contact. Applicants may also call 877‑968‑7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and used only to the extent required to provide needed reasonable accommodations. PNC fosters an inclusive and accessible workplace, providing reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to understand how PNC may use or disclose your personal information in our hiring practices.