Talent.com

Investment banker Jobs in Springfield il

Last updated: 11 hours ago
Investment Advisor - PNCI (F)

Investment Advisor - PNCI (F)

PNCSpringfield, IL, USA
Show moreLast updated: 30+ days ago
Wealth Management Advisor - Security Bank

Wealth Management Advisor - Security Bank

LPL FinancialSpringfield IL
USD58500–USD70000 yearly
Full-time
Show moreLast updated: 30+ days ago
Wealth Advisor

Wealth Advisor

Bankers’ BankSpringfield, IL, USA
Full-time
Show moreLast updated: 30+ days ago
  • Promoted
Teller Trainer

Teller Trainer

INB National AssociationSpringfield, IL, US
Full-time
Show moreLast updated: 2 days ago
Member Service Representative-Personal Banker

Member Service Representative-Personal Banker

Heartland Credit Union ILSpringfield, IL, USA
Full-time
Quick Apply
Show moreLast updated: 9 days ago
Securities Examiner II

Securities Examiner II

Illinois Secretary of StateSpringfield, IL, US
USD7066 monthly
Full-time
Quick Apply
Show moreLast updated: 30+ days ago
  • Promoted
Wealth Management Advisor - Security Bank

Wealth Management Advisor - Security Bank

LPL Financial Holdings, Inc.Springfield, IL, United States
USD58500–USD70000 yearly
Full-time
Show moreLast updated: 4 days ago
Primary Care Physician

Primary Care Physician

Oak Street HealthSpringfield, Illinois
Show moreLast updated: 30+ days ago
  • Promoted
  • New!
Teller Retail Banker II

Teller Retail Banker II

Woodforest National BankSpringfield, IL, United States
USD16.48–USD19.81 hourly
Full-time
Show moreLast updated: 11 hours ago
Part Time (20 Hours) Associate Banker Springfield East Branch, Springfield , IL

Part Time (20 Hours) Associate Banker Springfield East Branch, Springfield , IL

JPMorgan Chase Bank, N.A.Springfield, IL, US
Part-time
Show moreLast updated: 1 day ago
J.P. Morgan Wealth Management - Private Client Advisor - Greater Illinois / Chicago Far South

J.P. Morgan Wealth Management - Private Client Advisor - Greater Illinois / Chicago Far South

JPMorgan Chase & Co.Springfield, IL, United States
Full-time
Show moreLast updated: 30+ days ago
  • Promoted
PART TIME (20 HR) ASSOCIATE BANKER- SPRINGFIELD WEST, SPRINGFIELD, IL

PART TIME (20 HR) ASSOCIATE BANKER- SPRINGFIELD WEST, SPRINGFIELD, IL

JPMorgan ChaseSpringfield, IL, United States
Part-time
Show moreLast updated: 3 days ago
  • Promoted
MANAGER, STRATEGIC FINANCE

MANAGER, STRATEGIC FINANCE

ConfluentSpringfield, IL, United States
USD129870–USD152640 yearly
Full-time
Show moreLast updated: 3 days ago
CDL-A Midwest Company Truck Driver

CDL-A Midwest Company Truck Driver

J&R Schugel Trucking Inc.Springfield, IL, USA
Full-time
Show moreLast updated: 22 days ago
  • Promoted
CDL-A Drivers : Industry Leading Pay, State of Art Equipment, Guaranteed Holiday Home Time!

CDL-A Drivers : Industry Leading Pay, State of Art Equipment, Guaranteed Holiday Home Time!

J&R SchugelSpringfield, IL
Full-time
Show moreLast updated: 22 days ago
Personal Banker

Personal Banker

PNC BankSpringfield, IL
Show moreLast updated: 30+ days ago
Personal Banker

Personal Banker

PNC Bank NASpring , IL
Full-time
Show moreLast updated: 30+ days ago
Banker

Banker

Credit Union 1Springfield, IL, USA
USD17.36–USD21.7 hourly
Full-time
Quick Apply
Show moreLast updated: 30+ days ago
Class A CDL Owner Operators : $150k-$200k Average Annual Pay

Class A CDL Owner Operators : $150k-$200k Average Annual Pay

Oakley TruckingSpringfield, IL, US
USD150000–USD200000 yearly
Full-time
Show moreLast updated: 22 days ago
Client Service Associate

Client Service Associate

StifelSpringfield, IL, US
Full-time
Show moreLast updated: 22 days ago
Investment Advisor - PNCI (F)

Investment Advisor - PNCI (F)

PNCSpringfield, IL, USA
30+ days ago
Job description

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. As an Investment Advisor within PNC Investments, you will be based in [city / state location of position] at the [branch name] branch.

Job Profile

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. As an Investment Advisor within PNC Investments, you will be based in Springfield, IL at the Springfield Main Office.

Job Description

  • License Requirements : FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.
  • Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and / or executing opportunities and making referrals to internal business partners as appropriate.
  • Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.
  • Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.
  • Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and / or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
  • Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.

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.
  • Competencies

    Coaching Others – Knowledge of coaching concepts and methods; ability to encourage, motivate, and guide individuals or teams in learning and improving effectiveness.

    Customer Experience Management. – Implements the strategies and techniques used to ensure that customers have a positive experience with the organization and its products and services at every touch point.

    Customer Retention – Knowledge of and ability to implement effective strategies and activities that promote long-term customer loyalty.

    Effective Communications – Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

    Interpersonal Relationships – Knowledge of the techniques and the ability to work with a variety of individuals and groups in a constructive and collaborative manner.

    Managing Multiple Priorities – Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

    Prospecting. – Knowledge of prospecting principles, processes and skills; ability to identify and engage potential customers in the market. Build relationships and create opportunities. Plan, strategize and target the right industries. Create value propositions with impact.

    Sales Tasks And Activities – Knowledge of and the ability to sell an organization's products and services.

    Selling. – Applies knowledge of banking products and services to meet customer needs and enable them to achieve their financial goals. Identifies prospecting approaches to identify potential customers and create opportunities to sell financial solutions and ideas to customers.

    Work Experience

    Roles at this level typically require a university / college degree with

    Education

    Associates

    Disability Accommodations Statement :

    The PNC workplace is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the PNC Careers website or submission process, please call 877-968-7762 and select Option 4 : Recruiting or contact us via email at [email protected].

    The Human Resources Service Center hours of operation are Monday - Friday 9 : 00 AM to 5 : 00 PM ET.

    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.

    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.