Premier Client Banker: Wealth Growth & Relationships

PNC Financial Services Group, Inc.; Chicago (IL); On-site; USD 70,000 - 117,000; Full time

Benefits offered by this job

Medical coverage with HSA feature

Dental and vision options

Life insurance for employee and family

Short/long-term disability protection

401(k) with company match and stock up

Pension and stock purchase plans

Dependent care reimbursement

Back-up child/elder care

Adoption/reimbursement options

Educational assistance

Wellness program with incentives

Job summary

PNC Financial Services Group, Inc. in Libertyville, IL seeks an experienced Premier Client Banker to drive Mass Affluent client acquisition, deepen wallet share and deliver exceptional service within Wealth Management.

This in-office role partners with PNC Advisors and ecosystem teams to create tailored solutions and a seamless client experience. You will manage leads, appointments, and ongoing client relationships, applying consultative skills and product knowledge to meet goals and ensure high

Qualifications

• Requires university degree with 3+ years relevant experience.
• FINRA Series 7, 66 preferred (63/65 acceptable).
• Life and Health Insurance preferred.

Responsibilities

• Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for generating revenue and deepening share of wallet.
• Proactively generate and manage leads and client appointments.
• Leverage needs-based, consultative skills and knowledge of bank products to grow share of wallet and attract new mass affluent households.
• Develops and maintains internal partnerships to drive new revenue, acquisition and growth.
• Manages risk and maximizes profitability for entire portfolio of clients.
• Delivers a differentiated client experience from acquisition through onboarding and servicing.

Skills

Banking Products

Business Acumen

Collaborating

Customer Experience

Customer Retention

Decision Making

Effective Communications

Managing Priorities

Products and Services

Relationship Management

Selling

Education

University degree

Tools

FINRA Series 7/66

Life and Health Insurance

Job description

PNC Financial Services Group, Inc. in Libertyville, IL seeks an experienced Premier Client Banker to drive Mass Affluent client acquisition, deepen wallet share and deliver exceptional service within Wealth Management.

This in-office role partners with PNC Advisors and ecosystem teams to create tailored solutions and a seamless client experience. You will manage leads, appointments, and ongoing client relationships, applying consultative skills and product knowledge to meet goals and ensure high