Premier Client Banker - PNC Wealth Management

PNC Bank•Scottsdale, AZ

25d•Onsite

About The Position

As a Premier Client Banker within PNC's Wealth Management organization, this role is based in Scottsdale, Arizona, and is performed in-office. The banker develops and executes strategies to acquire, engage, and retain Mass Affluent clients, grow revenue and share of wallet, and deliver a differentiated client experience from acquisition through onboarding and servicing. The role uses consultative conversations and knowledge of banking products and services to identify client needs and provide tailored solutions, including delivering PNC's Mass Affluent Advice and Planning value proposition through a joint banking and investing partnership with a PNC Financial Advisor. The banker manages client relationships and portfolio risk, coordinates ecosystem partners and experts, and works collaboratively to achieve business results and client goals. Responsibilities also include proactive lead generation, client outreach and appointments, sales and relationship administration, and execution of team processes. PNC emphasizes customer focus, risk management, an inclusive workplace, and adherence to its Enterprise Risk Management Framework. PNC will 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.
At least 3 years of relevant or direct industry experience typically required for roles at this level.
Knowledge, skills, and abilities in 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.
Demonstrated customer focus and ability to create customized customer solutions.
Candidates are subject to additional background checks required by Consumer Financial Protection Bureau regulations.

Nice To Haves

FINRA Series 7 and Series 66 licenses, or Series 63 and Series 65 licenses, preferred.
Life and Health Insurance license preferred.
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.
Proactively generate and manage leads and client appointments.
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 risk and maximize profitability across the client portfolio.
Deliver a differentiated client experience through acquisition, onboarding, and servicing.
Complete timely, accurate, and thorough 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 experts based on client needs to ensure a strong experience.
Proactively suggest tailored solutions aligned with client needs to support financial wellness.
Use client insights and sales tools to develop sales strategies, identify opportunities, and convert sales.
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 in partnership with a PNC Financial Advisor.
Provide proactive and responsive service that supports client goals and advocacy.
Differentiate the client experience through advanced relationship-building and conversation skills.
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, 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.
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.