PNC
Overview
Premier Client Banker - PNC Investments role at PNC. As a Premier Client Banker within the PNC Investments organization, you will be based in Peoria, IL. Job Profile and Description include responsibilities across client acquisition, relationship management, and partnering with ecosystem collaborators to deliver Financial Wellness and tailored solutions. Position ID: R197285 Location: Peoria, IL Responsibilities
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. Proactively generate and manage leads and client appointments. Leverages needs-based and consultative skills, knowledge of bank products and services, and positions appropriately 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 portfolio. Deliver a differentiated client experience from acquisition through onboarding and servicing. Maintain proactive, timely, accurate and complete sales/client relationship management administration tasks. Ensure execution of team processes (pre-call planning, post-call debriefs, relationship reviews). Serve as quarterback for ecosystem partners, bringing in experts to ensure 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 collaboration with ecosystem partners. Develop ecosystem leadership inside and outside 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. Possess advanced knowledge of business segment capabilities and offerings. PNC Employee Expectations
Customer Focused - Knowledgeable of 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 risks associated with business objectives and activities to ensure adherence to PNC's Enterprise Risk Management Framework. Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. The following outlines competencies, work experience, education, and certifications/licensures for success. 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/college degree, with 3+ years of relevant/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
Bachelors Certifications
No Required Certification(s) Licenses
FINRA Series 7, 66 (or 63 & 65) required. Life and Health Insurance required. Candidates may be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. Pay Transparency
Base Salary: $55,000.00 – $98,000.00. Salaries may vary based on geographic location, market data and on individual skills, experience, and education. Application Window
This opening is generally posted for two business days from 08/01/2025, subject to business discretion. Benefits
PNC offers a comprehensive range of benefits for eligible full-time employees, including medical/prescription drug coverage, dental and vision, life insurance, disability protection, 401(k) with match, pension and stock purchase plans, dependent care reimbursement, back-up child/elder care, adoption/surrogacy reimbursement, educational assistance, and wellness programs. Paid time off includes holidays, vacation, and other leave as eligible. To learn more about these and other programs, including benefits for full-time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations
If an accommodation is required to participate in the application process, please contact AccommodationRequest@pnc.com with “accommodation request” in the subject line and include your name, job ID, and preferred contact method. You will also call 877-968-7762 and say "Workday" for accommodation assistance. All information will be kept confidential as required to provide needed accommodations. PNC provides reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform essential functions. 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 FDIA Section 19 and, for registered roles, the SAFE Act and FINRA requirements, which prohibit hiring individuals with certain criminal history. California Residents
Refer to the California Consumer Privacy Act Privacy Notice to understand how PNC may use or disclose your personal information in our hiring practices. Seniority level: Not Applicable Employment type: Full-time Job function: Business Development Referrals increase your chances of interviewing at PNC by 2x
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Premier Client Banker - PNC Investments role at PNC. As a Premier Client Banker within the PNC Investments organization, you will be based in Peoria, IL. Job Profile and Description include responsibilities across client acquisition, relationship management, and partnering with ecosystem collaborators to deliver Financial Wellness and tailored solutions. Position ID: R197285 Location: Peoria, IL Responsibilities
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. Proactively generate and manage leads and client appointments. Leverages needs-based and consultative skills, knowledge of bank products and services, and positions appropriately 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 portfolio. Deliver a differentiated client experience from acquisition through onboarding and servicing. Maintain proactive, timely, accurate and complete sales/client relationship management administration tasks. Ensure execution of team processes (pre-call planning, post-call debriefs, relationship reviews). Serve as quarterback for ecosystem partners, bringing in experts to ensure 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 collaboration with ecosystem partners. Develop ecosystem leadership inside and outside 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. Possess advanced knowledge of business segment capabilities and offerings. PNC Employee Expectations
Customer Focused - Knowledgeable of 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 risks associated with business objectives and activities to ensure adherence to PNC's Enterprise Risk Management Framework. Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. The following outlines competencies, work experience, education, and certifications/licensures for success. 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/college degree, with 3+ years of relevant/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
Bachelors Certifications
No Required Certification(s) Licenses
FINRA Series 7, 66 (or 63 & 65) required. Life and Health Insurance required. Candidates may be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. Pay Transparency
Base Salary: $55,000.00 – $98,000.00. Salaries may vary based on geographic location, market data and on individual skills, experience, and education. Application Window
This opening is generally posted for two business days from 08/01/2025, subject to business discretion. Benefits
PNC offers a comprehensive range of benefits for eligible full-time employees, including medical/prescription drug coverage, dental and vision, life insurance, disability protection, 401(k) with match, pension and stock purchase plans, dependent care reimbursement, back-up child/elder care, adoption/surrogacy reimbursement, educational assistance, and wellness programs. Paid time off includes holidays, vacation, and other leave as eligible. To learn more about these and other programs, including benefits for full-time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations
If an accommodation is required to participate in the application process, please contact AccommodationRequest@pnc.com with “accommodation request” in the subject line and include your name, job ID, and preferred contact method. You will also call 877-968-7762 and say "Workday" for accommodation assistance. All information will be kept confidential as required to provide needed accommodations. PNC provides reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform essential functions. 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 FDIA Section 19 and, for registered roles, the SAFE Act and FINRA requirements, which prohibit hiring individuals with certain criminal history. California Residents
Refer to the California Consumer Privacy Act Privacy Notice to understand how PNC may use or disclose your personal information in our hiring practices. Seniority level: Not Applicable Employment type: Full-time Job function: Business Development Referrals increase your chances of interviewing at PNC by 2x
#J-18808-Ljbffr