Premier Client Banker - PNC Wealth Management
$70,125–$116,875 year
On-siteLibertyville, Illinois, United States
Job Summary
Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach, and retention to generate revenue and deepen share of wallet. Proactively generate and manage leads and client appointments while delivering a differentiated client experience from acquisition through onboarding and servicing. Maintain proactive, timely, and accurate sales and relationship management administration tasks, including pre-call planning, post-call debriefs, and relationship reviews. Serve as the quarterback for ecosystem partners, bringing in experts based on client needs and owning client penetration goals. Achieve business results through leadership and collaboration with a wide range of partners to deliver Financial Wellness solutions aligned with client goals.
Required Qualifications
- Bachelor's degree
- 3+ years of relevant / direct industry experience
- FINRA Series 7
- FINRA Series 66
- Life and Health Insurance license
Desired Qualifications
- FINRA Series 63 & 65
- Life and Health Insurance (alternative to Series 66)
- Certifications
- Comparable combination of education, job specific certification(s), and experience (including military service) in lieu of a degree
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