Premier Client Banker - PNC Wealth Management

PNC Bank•Gilbert, AZ

25d•Onsite

About The Position

As a Premier Client Banker in PNC's Wealth Management organization, based in Chandler, Arizona, you will drive acquisition, outreach, and retention of Mass Affluent clients to generate revenue and deepen share of wallet. The position is in-office; PNC encourages candidates to discuss workplace expectations with their recruiter and hiring manager. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position. You will manage client relationships and portfolios, provide proactive and responsive service, and deliver a differentiated experience from acquisition through onboarding and servicing. The role partners with a PNC Financial Advisor to deliver Mass Affluent Advice and Planning, and coordinates internal and external ecosystem partners to address client needs and meet client goals. You will also manage portfolio risk and profitability, use client insights and sales tools to identify and convert opportunities, and ensure accurate relationship-management administration and execution of team processes. Successful candidates typically have a bachelor's degree and at least three years of relevant or direct industry experience. A comparable combination of education, job-specific certifications, and experience, including military service, 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. Candidates may be subject to additional background checks under Consumer Financial Protection Bureau regulations.

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 is typically required.
Demonstrated knowledge, skills, and abilities appropriate to the role, including 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.

Nice To Haves

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

Responsibilities

Develop and execute strategies to acquire, engage, and retain Mass Affluent clients, generating revenue and deepening share of wallet.
Generate and manage leads and client appointments proactively.
Use consultative, needs-based conversations and knowledge of banking products and services to attract new households 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 sales and client relationship-management administration accurately and on time.
Ensure execution of team processes, including pre-call planning, post-call debriefs, and relationship reviews.
Coordinate ecosystem partners and bring in experts based on identified client needs.
Proactively suggest tailored financial wellness solutions aligned with client needs.
Use client insights and sales tools to develop actionable sales strategies, identify opportunities, and convert sales.
Collaborate with ecosystem partners to achieve business results and 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.
Partner with a PNC Financial Advisor to deliver the Mass Affluent Advice and Planning value proposition.
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.
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.
Between 15 and 25 vacation days each year, depending on career level and years of service, subject to eligibility.