Wealth Banker - PNC Wealth Management

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

Benefits offered by this job

Medical/prescription drug coverage in

Dental and vision options

Life insurance for employee and family

401(k) with company match

Job summary

PNC Financial Services Group, Inc. is seeking a Wealth Banker for the Wealth Management organization near Niles, IL.

The role focuses on proactive acquisition, managing client relationships, and expanding share of wallet for Mass Affluent clients. Responsibilities include lead generation, delivering tailored financial solutions, and collaborating with banking and investing partners to provide a seamless client experience.

Qualifications

• Roles typically require a university/college degree with 3+ years of relevant industry experience.
• Certifications are often desired; a combination of education, certifications and experience may be considered in lieu of a degree.

Responsibilities

• Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention.
• Proactively generate and manage leads and client appointments.
• Leverages needs-based and consultative skills to grow share of wallet and attract mass affluent households.
• Develops and maintains partnerships to drive revenue and growth.
• Owns communication with existing clients to ensure expansion opportunities are captured.
• Manage risk and maximize profitability for the portfolio.
• Deliver a differentiated client experience from acquisition through onboarding and servicing.

Skills

Banking Products

Business Acumen

Collaborating

Customer Experience Management

Customer Retention

Decision Making and Critical Thinking

Effective Communications

Influencing

Managing Multiple Priorities

Products and Services

Relationship Management

Selling

Education

Bachelor's degree (Required)

FINRA Series 7, 66 licenses preferred

Life and Health Insurance preferred

Job description

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. 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 Wealth Banker within PNC's Wealth Management organization, you will be based near Niles. IL. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

• Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients, with focus typically on a more complex, sophisticated client base.
• Proactively generate and manage leads and client appointments.
• Leverages needs based and consultative conversational skills, experience and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households.
• Develops and maintains internal and external partnerships to drive new revenue, acquisition and growth.
• Owns communication and contact with existing clients to ensure expansion opportunities are captured.
• Manages risk and maximizes profitability for entire portfolio of clients.
• Delivers a differentiated client experience from acquisition through onboarding and servicing.
• Maintains timely, accurate and complete sales/client relationship management administration tasks as determined by the business.
• Ensures the execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews.
• Generates quality referrals for ecosystem partners.
• Delivers Financial Wellness by proactively suggesting tailored solutions aligned with client needs.
• Leverages 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.
• Achieves business results through leadership of and productive collaboration with a wide range of ecosystem partners.
• Own the client relationship and holds team accountable for deliverables.
• Deliver the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor.
• Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals.
• Differentiates client experience through advanced conversation skills.
• Has in depth knowledge of business segment capabilities and offerings.

Competencies

• Banking Products
• Business Acumen
• Collaborating
• Customer Experience Management
• Customer Retention
• Decision Making and Critical Thinking
• Effective Communications
• Influencing
• Managing Multiple Priorities
• Products and Services
• Relationship Management
• Selling

Work Experience

Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience.

Certifications

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.

Licenses

• FINRA Series 7, 66 (or 63 & 65) preferred.
• Life and Health Insurance preferred.

Education

Bachelors (Required)

Language Assessments

No Required or Preferred Language Assessments

Pay Transparency

Base Salary: $70,125.00 – $116,875.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.

Application Window

Generally, this opening is expected to be posted for two business days from 09/01/2026, although it may be longer with business discretion.

Benefits

• 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
• back-up child/elder care
• adoption, surrogacy, and doula reimbursement
• educational assistance, including select programs fully paid
• a robust wellness program with financial incentives
• maternity and/or parental leave
• up to 11 paid holidays each year
• 9 occasional absence days each year, unless otherwise required by law
• between 15 to 25 vacation days each year, depending on career level
• years of service

To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.

PNC’s total rewards package includes things like time off, benefits, learning and career development, wellness programs, recognition and much more. The benefits and programs highlighted below are just a sampling of what PNC offers its employees. To learn more, visit our Total Rewards page.

Check out the top reasons to join PNC.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at [e-mail]. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

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.

California Residents

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

Company Culture

For nearly 160 years, PNC has strived to make a meaningful impact for our employees, customers, communities, and shareholders. We believe our success and positive reputation are built on open and honest dialogue, an unwavering focus on smart risk management, relationship-based customer service and community investments. Our inclusive workplace allows our employees to be heard, valued, and developed to do their best work. Being a great place to work means we are making a lasting difference for everyone we serve.