Premier Client Banker - PNC Wealth Management

PNC • Bridgeville, PA

2d • Onsite

About The Position

The Premier Client Banker works within PNC's Wealth Management organization and is based in Bridgeville, Pennsylvania. The role develops and executes strategies to acquire, retain, and deepen relationships with Mass Affluent clients, generating revenue and increasing share of wallet. It proactively generates and manages leads and appointments, uses consultative, needs-based conversations to match clients with bank products and services, and delivers tailored financial wellness solutions.

The banker coordinates internal ecosystem partners and PNC Financial Advisors to deliver a joint banking and investing advice-and-planning proposition. The position owns client relationships and penetration goals, manages portfolio risk and profitability, and ensures a differentiated experience from acquisition through onboarding and servicing. It also uses client insights and sales tools to identify and convert opportunities, maintains complete relationship-management administration, and executes team practices such as call planning, debriefs, and relationship reviews.

PNC describes this as an in-office role and notes that it will not sponsor employment visas or participate in STEM OPT for this position.

Requirements

• Bachelor's degree required; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
• Typically requires 3 or more years of relevant or direct industry experience.
• Demonstrate knowledge, skills, and abilities relevant to the position, including banking products, business acumen, collaboration, customer experience management, customer retention, decision-making and critical thinking, effective communication, managing multiple priorities, products and services, relationship management, and selling.
• Meet any applicable background-check requirements under Consumer Financial Protection Bureau regulations.

Nice To Haves

• FINRA Series 7 and Series 66, or Series 63 and 65.
• Life and Health Insurance license.
• Relevant certifications are often desired.

Responsibilities

• Develop and execute strategies to acquire, engage, and retain Mass Affluent clients and deepen share of wallet.
• Generate and manage leads and client appointments, and convert sales opportunities using consultative, needs-based conversations.
• Build and maintain internal partnerships to generate revenue, acquire clients, and grow relationships.
• Manage portfolio risk and profitability.
• Deliver a differentiated client experience throughout acquisition, onboarding, and servicing.
• Complete timely, accurate, and comprehensive sales and client relationship management administration.
• Execute team processes, including pre-call planning, post-call debriefs, and relationship reviews.
• Coordinate ecosystem partners and bring in relevant experts to address client needs.
• Recommend tailored solutions that support clients' financial wellness and goals.
• Use client insights and sales tools to develop actionable sales strategies and identify opportunities.
• Lead collaboration with ecosystem partners inside and outside the branch, including developing Centers of Influence.
• Own client relationships and penetration goals with ecosystem partners, and hold the 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.
• Provide proactive, responsive service and use advanced relationship-building and conversation skills to strengthen client commitment and advocacy.
• Assess and manage risks in accordance with PNC's Enterprise Risk Management Framework.

Benefits

• Medical and prescription drug coverage, including a Health Savings Account feature, for eligible full-time employees.
• 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 and elder care.
• Adoption, surrogacy, and doula reimbursement.
• Educational assistance, including select fully paid programs.
• Wellness program with financial incentives.
• Maternity and/or parental leave, depending on eligibility.
• Up to 11 paid holidays each year, depending on eligibility.
• 9 occasional absence days each year, unless otherwise required by law.
• 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: Mid Level