Premier Client Banker-PNC Wealth Management

PNC Bank • Annapolis, MD

11d • Onsite

About The Position

As a Premier Client Banker within PNC’s Wealth Management organization, the role is based in Annapolis, Maryland, and is performed in-office. 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 role manages leads and appointments, identifies client needs, and recommends appropriate banking and investing solutions in partnership with a PNC Financial Advisor and other ecosystem partners.

The banker owns client relationships and portfolio results, manages risk, coordinates partner contributions, and delivers responsive service from acquisition through onboarding and ongoing servicing. The position requires advanced relationship-building and consultative conversation skills, knowledge of business segment offerings, and productive collaboration to achieve client and business goals. 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.
• At least 3 years of relevant or direct industry experience typically required for roles at this level.
• Demonstrated knowledge, skills, and abilities relevant to the position, including 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.
• Ability to focus on customer needs and satisfaction and use that understanding to create customized solutions.
• Ability to assess and manage risks associated with business objectives and activities in accordance with PNC’s Enterprise Risk Management Framework.
• Candidates are subject to additional background checks required by Consumer Financial Protection Bureau regulations.

Nice To Haves

• FINRA Series 7 and Series 66, or Series 63 and 65.
• Life and Health Insurance license.
• Certifications are often desired for roles at this level.

Responsibilities

• Develop and execute strategies for Mass Affluent client acquisition, outreach, retention, revenue generation, and share-of-wallet growth.
• Generate and manage leads and client appointments proactively.
• Use consultative, needs-based conversations and knowledge of bank products and services to attract new households and expand client relationships.
• Develop and maintain internal partnerships to drive acquisition, growth, and revenue.
• Manage portfolio risk and profitability.
• 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, involve experts based on client needs, and ensure a strong experience in every interaction.
• Proactively recommend tailored solutions that support clients’ financial wellness and goals.
• Use client insights and sales tools to identify and convert sales opportunities.
• Achieve business results through leadership and collaboration with ecosystem partners inside and outside the branch.
• 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.
• Provide proactive, responsive service that builds client commitment and advocacy.
• Apply advanced relationship-building and conversation skills to differentiate the client experience.

Benefits

• Medical and prescription drug coverage, including a Health Savings Account feature, subject to eligibility.
• Dental and vision coverage 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, subject to eligibility.
• Incentive-eligible compensation based on company, business, and/or individual performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level