Premier Client Banker - PNC Wealth Management

PNC • Glendale, AZ

1d • Onsite

About The Position

As a Premier Client Banker within PNC's Wealth Management organization, the role is based in Indianapolis, Indiana. The position develops and executes strategies to acquire, engage, and retain Mass Affluent clients, generate revenue, and deepen relationships with new and existing clients. It manages leads and appointments, uses consultative conversations and knowledge of bank products and services to identify client needs, and delivers tailored financial wellness solutions.

The banker develops internal partnerships and coordinates ecosystem partners to support client needs, manage portfolio risk, and maximize profitability. The role owns client relationships and penetration goals, delivers the Mass Affluent Advice and Planning value proposition in partnership with a PNC Financial Advisor, and ensures a differentiated experience from acquisition through onboarding and servicing. It also uses client insights and sales tools to identify and convert opportunities, supports team processes and relationship reviews, and provides proactive, responsive service.

PNC describes itself as an in-office company. The position requires a bachelor's degree and typically requires at least three years of relevant or direct industry experience. A comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree. No certification is required; certain FINRA licenses and Life and Health Insurance are preferred. Candidates may be subject to additional background checks under Consumer Financial Protection Bureau regulations.

Requirements

• Bachelor's degree required; a comparable combination of education, job-specific certification(s), and experience may be considered in lieu of a degree.
• Typically requires 3 or more years of relevant or direct industry experience.
• Knowledge, skills, and abilities in 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.
• Demonstrate customer focus and apply customer needs and satisfaction in business decisions and customized solutions.
• Effectively manage business risks in support of PNC's Enterprise Risk Management Framework.

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 to drive Mass Affluent client acquisition, outreach, retention, revenue generation, and share-of-wallet growth.
• Generate and manage leads and client appointments using consultative, needs-based conversations and knowledge of banking products and services.
• Develop and maintain internal partnerships to drive revenue, client acquisition, and growth.
• Manage portfolio risk and maximize profitability across the client portfolio.
• Deliver a differentiated client experience throughout acquisition, onboarding, and servicing.
• Complete 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 bring in experts based on client needs to ensure a strong experience.
• Proactively suggest tailored solutions aligned with client needs to deliver financial wellness.
• Use client insights and sales tools to develop actionable sales strategies, identify opportunities, and convert sales.
• Collaborate with ecosystem partners inside and outside the branch and serve as a Center 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 support client goals.
• Assess and manage risks associated with business objectives and activities in alignment 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 plan.
• Stock purchase plan.
• 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.
• Nine 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