Premier Client Banker-PNC Wealth Management

PNC•Annapolis, MD

2d•$70,125 - $116,875•Onsite

About The Position

As a Premier Client Banker in PNC's Wealth Management organization, the role is based in Annapolis, Maryland, and focuses on growing and retaining Mass Affluent client relationships. The banker develops acquisition, outreach, and retention strategies; generates and manages leads and appointments; and uses consultative conversations and knowledge of banking products and services to identify client needs, deepen share of wallet, and attract new households. The role manages a portfolio with attention to risk and profitability, provides a differentiated client experience from acquisition through ongoing service, and completes timely and accurate sales and relationship-management administration. The banker coordinates ecosystem partners and experts, delivers tailored financial wellness solutions, and collaborates with a PNC Financial Advisor to provide the Mass Affluent Advice and Planning value proposition through a joint banking and investing partnership. The banker owns client relationships and penetration goals, supports team accountability, and builds internal and external Centers of Influence. This is an in-office position. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position. The role is incentive eligible, with incentive payments based on company, business, and/or individual performance.

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.
Demonstrated knowledge, skills, and abilities appropriate to the role.
Competencies include banking products, business acumen, collaboration, customer experience management, customer retention, decision-making and critical thinking, effective communications, managing multiple priorities, products and services, relationship management, and selling.

Nice To Haves

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

Responsibilities

Develop and execute strategies for Mass Affluent client acquisition, outreach, and retention to generate revenue and deepen share of wallet.
Generate and manage leads and client appointments, and convert sales opportunities using consultative conversations and client insights.
Build and maintain internal partnerships that support revenue, acquisition, and growth.
Manage portfolio risk and profitability while delivering a differentiated experience through acquisition, onboarding, and servicing.
Complete proactive, timely, accurate, and complete sales and client relationship-management administration tasks.
Execute team processes, including pre-call planning, post-call debriefs, and relationship reviews.
Coordinate ecosystem partners and experts based on client needs, and ensure a strong experience in each interaction.
Suggest tailored solutions aligned with client needs to deliver Financial Wellness.
Use client insight and sales tools to develop actionable sales strategies and tactics and identify sales opportunities.
Collaborate with ecosystem partners inside and outside the branch, including developing the branch as a Center of Influence.
Own client relationships and client 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 that supports client goals and advocacy.
Assess and manage risks associated with business objectives and activities in accordance with PNC's Enterprise Risk Management Framework.

Benefits

Medical and prescription drug coverage, including 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 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.
Up to 11 paid holidays each year.
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.