Premier Client Banker - PNC Wealth Management

PNC Bank•Hampton, PA

25d•Onsite

About The Position

As a Premier Client Banker within PNC's Wealth Management organization, the role is based in Allison Park, Pennsylvania, and is performed in an in-office environment. The banker develops and executes strategies to acquire, engage, and retain Mass Affluent clients, generate revenue, and deepen relationships with new and existing households. The position delivers Mass Affluent Advice and Planning through a joint Banking and Investing partnership with a PNC Financial Advisor, coordinating ecosystem partners and providing tailored solutions aligned with client needs. PNC does not provide employment visa sponsorship 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, 3 or more years of relevant or direct industry experience.
Demonstrated knowledge, skills, and abilities appropriate to the role, 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.
Demonstrate customer focus by prioritizing customer needs and satisfaction and using that understanding to create customized solutions.
Assess and effectively manage risks associated with business objectives and activities in accordance with PNC's Enterprise Risk Management Framework.
Candidates will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

Nice To Haves

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

Responsibilities

Develop and execute strategies for Mass Affluent client acquisition, outreach, retention, revenue generation, and growth in share of wallet.
Generate and manage leads and client appointments proactively.
Use consultative, needs-based conversations and knowledge of bank products and services to attract households and deepen relationships.
Develop and maintain internal partnerships to drive revenue, acquisition, and growth.
Manage risk and maximize profitability across the client portfolio.
Deliver a differentiated client experience throughout acquisition, onboarding, and servicing.
Complete timely, accurate, and thorough sales and client relationship management administration tasks.
Execute team processes, including pre-call planning, post-call debriefs, and relationship reviews.
Coordinate ecosystem partners, engage experts based on client needs, and ensure an exceptional experience in every interaction.
Proactively suggest tailored solutions that support clients' financial wellness and goals.
Use client insights and sales tools to develop actionable sales strategies, identify opportunities, and convert them successfully.
Achieve business results through leadership and collaboration with ecosystem partners, including developing ecosystem leadership inside and outside the branch as a Center of Influence.
Own client relationships, hold the team accountable for deliverables, and own client penetration goals with ecosystem partners.
Deliver the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor.
Build client commitment and advocacy through proactive, responsive service and advanced relationship-building and conversation skills.
Apply progressive knowledge of business segment capabilities and offerings.

Benefits

Medical and prescription drug coverage, including a Health Savings Account feature, subject to eligibility.
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, subject to eligibility.
Up to 11 paid holidays each year, subject to eligibility.
Nine occasional absence days each year, unless otherwise required by law, subject to eligibility.
Between 15 and 25 vacation days each year depending on career level and years of service, subject to eligibility.