Premier Client Banker - PNC Wealth Management

PNC•Oakmont, PA

2d•Onsite

About The Position

As a Premier Client Banker within PNC's Wealth Management organization, you will be based in Oakmont, Pennsylvania. This is an in-office role. You will develop and execute strategies to acquire, engage, and retain Mass Affluent clients, generate revenue, and deepen share of wallet with new and existing clients. The role uses consultative conversations and knowledge of banking products and services to identify client needs, generate leads and appointments, and present tailored solutions. You will manage client relationships and portfolio risk, build partnerships with internal and external ecosystem partners, and coordinate experts to deliver a differentiated experience from acquisition through onboarding and servicing. The position also delivers the Mass Affluent Advice and Planning value proposition through a joint banking and investing partnership with a PNC Financial Advisor. Candidates must demonstrate the knowledge, skills, and abilities needed for the role. A bachelor's degree and 3+ years of relevant or direct industry experience are typically required; a comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree. FINRA Series 7 and 66 (or 63 and 65), and Life and Health Insurance licenses, are preferred. No sponsorship for employment visas or participation in STEM OPT is available for this position.

Requirements

Bachelor's degree required; a comparable combination of education, job-specific certification(s), and experience, including military service, may be considered in lieu of a degree.
Typically requires 3 or more years of relevant or direct industry experience.
Knowledge, skills, and abilities appropriate to the role.
Competencies include Banking Products, Business Acumen, Collaborating, Customer Experience Management, Customer Retention, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Products and Services, Relationship Management, and Selling.
FINRA Series 7 and 66, or Series 63 and 65, are preferred.
Life and Health Insurance licenses are preferred.
Candidates considered for the position are subject to additional background checks required by Consumer Financial Protection Bureau regulations.

Nice To Haves

FINRA Series 7 and 66, or Series 63 and 65.
Life and Health Insurance licenses.

Responsibilities

Develop and execute strategies for Mass Affluent client acquisition, outreach, and retention to generate revenue and deepen share of wallet.
Generate and manage leads and client appointments, using consultative conversations and knowledge of bank products and services to attract and grow client 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 such as pre-call planning, post-call debriefs, and relationship reviews.
Coordinate ecosystem partners and bring in experts based on client needs to ensure an exceptional 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, including serving 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.
Build client commitment and advocacy through proactive, responsive service and 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, 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 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, depending on eligibility.
15 to 25 vacation days each year depending on career level and years of service, subject to eligibility.