Premier Client Banker - PNC Wealth Management

Job Summary

Required Qualifications

• •Bachelor's degree
• •3+ years of relevant / direct industry experience
• •FINRA Series 7
• •FINRA Series 66 (or 63 & 65)
• •Life and Health Insurance
• •University / college degree
• •Job specific certification(s)
• •Experience (including military service)
• •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
• •Mass Affluent client acquisition, outreach and retention
• •Proactively generate and manage leads and client appointments
• •Needs based and consultative conversational skills
• •Acquired knowledge of bank products and services
• •Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention
• •Develops and maintains internal partnerships to drive new revenue, acquisition and growth
• •Manages risk and maximizes profitability for entire portfolio of clients
• •Maintains proactive, timely, accurate and complete sales/client relationship management administration tasks
• •Ensures execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews
• •Serves as the quarterback for all 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
• •Achieves business results through leadership of 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 holds team accountable for deliverables
• •Owns client penetration goals with Eco-system partners
• •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 relationship building and conversation skills
• •Has advanced and progressive knowledge of business segment capabilities and offerings
• •Customer Focused
• •Managing Risk
• •Assessing and effectively managing all of the risks associated with their business objectives and activities
• •Adhere to and support PNC's Enterprise Risk Management Framework
• •Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions
• •Leverage that information in creating customized customer solutions
• •Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Leverage that information in creating customized customer solutions
• •Base Salary: $70,125.00 – $116,875.00
• •Incentive eligible with the payment based upon company, business and/or individual performance
• •Based in Wheaton, IL
• •In-office company
• •PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position
• •Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations
• •This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA)
• •Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act)
• •Financial Industry Regulatory Authority (FINRA)
• •Prohibit the hiring of individuals with certain criminal history

Desired Qualifications

• •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
• •FINRA Series 7, 66 (or 63 & 65) preferred
• •Life and Health Insurance preferred
• •Master's degree preferred
• •Advanced and progressive knowledge of business segment capabilities and offerings
• •Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions
• •Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Customer Focused
• •Managing Risk
• •Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Leverage that information in creating customized customer solutions
• •Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions
• •Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Customer Focused
• •Managing Risk
• •Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Leverage that information in creating customized customer solutions
• •Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions
• •Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Customer Focused
• •Managing Risk
• •Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Leverage that information in creating customized customer solutions
• •Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions
• •Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Customer Focused
• •Managing Risk
• •Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Leverage that information in creating customized customer solutions
• •Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions
• •Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Customer Focused
• •Managing Risk
• •Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Leverage that information in creating customized customer solutions
• •Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions
• •Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Customer Focused
• •Managing Risk
• •Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Leverage that information in creating customized customer solutions
• •Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions
• •Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Customer Focused
• •Managing Risk
• •Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Leverage that information in creating customized customer solutions
• •Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions
• •Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Customer Focused
• •Managing Risk
• •Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Leverage that information in creating customized customer solutions
• •Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions
• •Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Customer Focused
• •Managing Risk
• •Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Leverage that information in creating customized customer solutions
• •Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions
• •Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Customer Focused
• •Managing Risk
• •Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Leverage that information in creating customized customer solutions
• •Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions
• •Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Customer Focused
• •Managing Risk
• •Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Leverage that information in creating customized customer solutions
• •Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions
• •Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Customer Focused
• •Managing Risk
• •Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Leverage that information in creating customized customer solutions
• •Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions
• •Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Customer Focused
• •Managing Risk
• •Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Leverage that information in creating customized customer solutions
• •Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions
• •Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Customer Focused
• •Managing Risk
• •Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Leverage that information in creating customized customer solutions
• •Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions
• •Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Customer Focused
• •Managing Risk
• •Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Leverage that information in creating customized customer solutions
• •Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions
• •Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Customer Focused
• •Managing Risk
• •Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Leverage that information in creating customized customer solutions
• •Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions
• •Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Customer Focused
• •Managing Risk
• •Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Leverage that information in creating customized customer solutions
• •Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions
• •Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Customer Focused
• •Managing Risk
• •Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Leverage that information in creating customized customer solutions
• •Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions
• •Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Customer Focused
• •Managing Risk
• •Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Leverage that information in creating customized customer solutions
• •Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions
• •Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Customer Focused
• •Managing Risk
• •Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Leverage that information in creating customized customer solutions
• •Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions
• •Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Customer Focused
• •Managing Risk
• •Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Leverage that information in creating customized customer solutions
• •Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions
• •Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Customer Focused
• •Managing Risk
• •Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Leverage that information in creating customized customer solutions
• •Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions
• •Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
• •Customer Focused
• •Managing Risk