Premier Client Banker-PNC Wealth Management

PNC Bank•Silver Spring, PA

10d•Onsite

About The Position

As a Premier Client Banker within PNC's Wealth Management organization, you will be based in Mechanicsburg, Pennsylvania. This is an in-office role. You will drive acquisition, outreach, retention, revenue, and share-of-wallet growth among Mass Affluent clients while delivering a differentiated client experience from acquisition through onboarding and ongoing servicing. You will lead client relationships and coordinate with ecosystem partners, including a PNC Financial Advisor, to provide Mass Affluent Advice and Planning through a joint Banking and Investing partnership. The role requires strong customer focus and effective management of risks in accordance with PNC's 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.
Three or more years of relevant or direct industry experience.
Knowledge of banking products and services.
Demonstrated customer focus and ability to create customized customer solutions.
Ability to assess and manage risks in accordance with PNC's Enterprise Risk Management Framework.
Competencies: business acumen, collaboration, customer experience management, customer retention, decision-making and critical thinking, effective communication, managing multiple priorities, relationship management, and selling.
Candidates for this position are subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

Nice To Haves

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

Responsibilities

Develop and execute strategies to drive Mass Affluent client acquisition, outreach, retention, revenue, and share-of-wallet growth.
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 existing client relationships.
Develop and maintain internal partnerships to drive revenue, acquisition, and growth.
Manage portfolio risk and profitability.
Deliver a differentiated client experience throughout acquisition, onboarding, and servicing.
Complete sales and client-relationship management administration tasks accurately, fully, and on time.
Execute team processes, including pre-call planning, post-call debriefs, and relationship reviews.
Coordinate ecosystem partners and bring in relevant experts based on identified client needs.
Suggest tailored solutions aligned with client needs to support financial wellness.
Use client insights and sales tools to identify, plan for, and convert sales opportunities.
Achieve business results through leadership and collaboration with ecosystem partners.
Develop 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 that supports client goals.
Differentiate the client experience through advanced relationship-building and conversation skills.

Benefits

Medical and prescription drug coverage, including a Health Savings Account feature, depending on 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 programs that are fully paid.
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.
Between 15 and 25 vacation days each year, depending on career level and years of service.