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Wealth Banker - PNC Wealth Management

PNC · Niles, IL · $70,125–$116,875 a year · Full time

Posted Sep 1, 2026 · We last checked this listing on Oct 6, 2026

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Likely interview questions for this role

Written from this job description, not a generic list. Each one notes what the interviewer is really checking.

About your past

Tell me about a client relationship you grew substantially over time.

What they are checking: Whether they can build long-term trust that leads to deeper relationships and referrals.

Tell me about a time you lost a client. What happened, and what did you learn?

What they are checking: Whether they can reflect honestly and improve their retention approach.

How do you stay knowledgeable about banking products and market conditions?

What they are checking: Whether they keep their knowledge current, which sophisticated clients will expect.

How do you balance acquiring new clients with servicing the ones you already have?

What they are checking: Whether they manage time and pipeline so both growth and retention stay strong.

What would you do

This role focuses on a more complex, sophisticated client base. How do you adjust your approach for those clients?

What they are checking: Whether they understand the higher expectations of affluent clients and adapt their depth and service.

How do you generate leads for affluent clients near a branch like Niles?

What they are checking: Whether they have a proactive plan using branch partners, networking and existing clients.

How do you partner with advisors and trust specialists to serve a client's full needs?

What they are checking: Whether they can coordinate a team approach that makes the client feel well cared for.

A client wants to move a large sum quickly and something about the request seems unusual. What do you do?

What they are checking: Whether they recognize possible fraud or compliance concerns and follow procedure even with valued clients.

About the work

Walk me through how you'd prepare for a first meeting with a business owner who has significant assets.

What they are checking: Whether they research and plan for needs like liquidity, lending and estate topics before the meeting.

A client asks about a lending strategy against their investment portfolio. How do you handle it?

What they are checking: Whether they understand securities-based lending basics and the risks, and know when to bring in specialists.

Practice this interview out loud.

Offer builds a real interview for this exact role at PNC from your resume and this job description, asks the questions one at a time, and tells you what landed. The first one is free.

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The full job description

As published by PNC.

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. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: • 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. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. 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 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 (Required) Certifications No Required Certification(s) Licenses FINRA Series 7, 66 (or 63 & 65) preferred. Life and Health Insurance preferred. Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. 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 PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: 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. In addition, PNC generally provides the following paid time off, depending on your eligibility: 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; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com . Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . 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.

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