Premier Client Banker - PNC Wealth Management
About The Position
As a Premier Client Banker in PNC's Wealth Management organization, based in Cincinnati, Ohio, you will develop and execute strategies to acquire, engage, and retain Mass Affluent clients, generate revenue, and deepen relationships with new and existing clients. You will proactively generate and manage leads and appointments, use consultative conversations and knowledge of banking products and services to identify client needs, and provide tailored solutions. You will build internal partnerships and coordinate ecosystem experts to support clients, manage portfolio risk and profitability, and deliver a differentiated experience from acquisition through onboarding and ongoing service. The role includes maintaining accurate client relationship administration, carrying out team processes such as call planning and relationship reviews, and using client insights and sales tools to identify and convert opportunities. You will own client relationships and penetration goals, collaborate with ecosystem partners inside and outside the branch, and deliver Mass Affluent advice and planning through a joint banking and investing partnership with a PNC Financial Advisor. You are expected to provide proactive, responsive service, build client advocacy, and apply advanced relationship-building skills and knowledge of business-segment capabilities. PNC describes this as an in-office position and does not provide employment visa sponsorship or participate in STEM OPT for this role.
Requirements
- Bachelor's degree required; a comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree.
- 3+ years of relevant or direct industry experience typically required at this level.
- Demonstrated knowledge, skills, and abilities appropriate to the role, including the listed competencies.
- Competencies: 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.
- Candidates being considered 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 65.
- Life and Health Insurance licenses.
- Certifications are often desired.
Responsibilities
- Develop and execute strategies to acquire, engage, and retain Mass Affluent clients and deepen share of wallet.
- Proactively generate and manage leads and client appointments, identify client needs, and position appropriate bank products and services.
- Develop and maintain internal partnerships to drive revenue, acquisition, and growth.
- Manage risk and profitability across the client portfolio.
- Deliver a differentiated client experience through acquisition, onboarding, and servicing.
- Complete timely, accurate, and complete sales and client relationship management administration tasks.
- Execute team processes, including pre-call planning, post-call debriefs, and relationship reviews.
- Coordinate ecosystem partners and bring in experts based on identified client needs.
- Suggest tailored financial wellness solutions aligned with client needs.
- Use client insights and sales tools to develop sales strategies, identify opportunities, and convert sales.
- Lead productive collaboration with ecosystem partners and develop Centers of Influence inside and outside the branch.
- Own client relationships and hold the team accountable for deliverables and client penetration goals.
- Deliver the Mass Affluent Advice and Planning value proposition through a joint banking and investing partnership with a PNC Financial Advisor.
- Provide proactive and responsive service that supports client goals and advocacy.
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.
- 15 to 25 vacation days each year, depending on career level and eligibility.
- Incentive-eligible compensation based on company, business, and/or individual performance.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
