Premier Client Banker - PNC Investments

PNC Financial Services Group • Mcmurray, PA

83d

About The Position

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 Premier Client Banker within the PNC Investments organization, you will be based in McMurray, PA.

Requirements

• University / college degree.
• 3+ years of relevant / direct industry experience.
• 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) required.
• Life and Health Insurance required.

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.
• Leverage needs based and consultative conversational skills, experience, and acquired knowledge of bank products and services 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 entire portfolio of clients.
• Deliver a differentiated client experience in all elements of the relationship, from acquisition through onboarding and servicing.
• Maintain proactive, timely, accurate and complete sales/client relationship management administration tasks as determined by the business.
• Ensure execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews.
• Serve as the quarterback for all ecosystem partners, bringing in experts based on needs identified, and ensuring 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.
• Achieve business results through leadership of and productive collaboration with a wide range of ecosystem partners.
• Own the client relationship and hold 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.
• 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.

Benefits

• 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
• Maternity and/or parental leave
• Up to 11 paid holidays each year
• 8 occasional absence days each year
• Between 15 to 25 vacation days each year, depending on career level and years of service.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees