Premier Client Banker - Wealth Management

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.

• 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.

• 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 – $. 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.

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…