Premier Client Banker - PNC Wealth Management

PNC•Scottsdale, AZ

12d•Onsite

About The Position

As a Premier Client Banker within PNC's Wealth Management organization, the role is based in Scottsdale, Arizona. The banker develops and executes strategies to acquire, engage, and retain Mass Affluent clients, generate revenue, and deepen relationships with new and existing clients. The position provides a differentiated client experience from acquisition through onboarding and servicing, using consultative conversations and knowledge of banking products and services to identify and deliver tailored solutions. The banker manages a portfolio, leads client relationships, and coordinates internal and external ecosystem partners, including PNC Financial Advisors, to deliver banking, investing, advice, and planning solutions. The role requires proactive outreach, lead and appointment management, effective risk management, and completion of sales and client relationship administration. PNC describes this as an in-office position and does not provide employment visa sponsorship or participate in STEM OPT for this role.

Requirements

Bachelor's degree required.
At least 3 years of relevant or direct industry experience typically required at this role level.
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 communication, managing multiple priorities, products and services, relationship management, and selling.
Candidates are subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
Must be able to satisfy applicable requirements of Section 19 of the Federal Deposit Insurance Act and, for registered roles, applicable SAFE Act and/or FINRA requirements.

Nice To Haves

FINRA Series 7 and Series 66, or Series 63 and 65.
Life and Health Insurance license.
Certifications are often desired; comparable combinations of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.

Responsibilities

Develop and execute strategies for Mass Affluent client acquisition, outreach, retention, revenue generation, and deeper share of wallet.
Generate and manage leads and client appointments proactively.
Use needs-based, consultative conversations and knowledge of bank products and services to attract new households and grow client relationships.
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 from acquisition through onboarding and servicing.
Complete proactive, timely, accurate, and complete sales and client relationship management administration tasks.
Execute team processes such as pre-call planning, post-call debriefs, and relationship reviews.
Coordinate ecosystem partners, bring in experts based on identified client needs, and ensure an exceptional experience in every interaction.
Proactively recommend tailored solutions aligned with client needs to support financial wellness.
Use client insights and sales tools to develop actionable strategies, identify sales opportunities, and convert them successfully.
Lead and collaborate with ecosystem partners inside and outside the branch, including developing Centers 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.

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, 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.