Premier Client Banker-PNC Wealth Management

PNC • Jupiter, FL

3d • Onsite

About The Position

As a Premier Client Banker in PNC's Wealth Management organization, based in Jupiter, Florida, 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 meet client needs, and deliver a differentiated experience from acquisition through onboarding and ongoing service.

The role develops internal partnerships and coordinates ecosystem experts to address client needs. It manages portfolio risk and profitability, maintains accurate relationship-management administration, and ensures team processes such as pre-call planning, post-call debriefs, and relationship reviews. You will use client insights and sales tools to identify and convert opportunities, lead collaboration 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 will own client relationships and penetration goals, support team accountability, and provide proactive, responsive service and tailored financial wellness solutions.

This is an in-office role. 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 appropriate to the role.
• Knowledge of banking products and services and business segment capabilities.
• Competencies include business acumen, collaboration, customer experience management, customer retention, decision-making and critical thinking, effective communication, managing multiple priorities, relationship management, and selling.
• Must meet applicable background check requirements, including requirements under Section 19 of the Federal Deposit Insurance Act and, for registered roles, applicable SAFE Act and/or FINRA requirements.

Nice To Haves

• FINRA Series 7 and Series 66, or Series 63 and Series 65.
• Life and Health Insurance license.
• Relevant certifications are often desired.

Responsibilities

• Develop and execute strategies to acquire, engage, and retain Mass Affluent clients, generate revenue, and deepen share of wallet.
• Generate and manage leads and client appointments, and convert sales opportunities using consultative conversations, client insights, and sales tools.
• Develop and maintain internal partnerships that drive revenue, client acquisition, and growth.
• Manage risk and profitability across the client portfolio.
• Deliver a differentiated client experience throughout acquisition, onboarding, and servicing, and provide tailored solutions aligned with client needs.
• Maintain timely, accurate, and complete sales and client relationship management administration.
• Ensure team processes are executed, including pre-call planning, post-call debriefs, and relationship reviews.
• Coordinate ecosystem partners and bring in experts based on client needs.
• Lead collaboration with ecosystem partners inside and outside the branch, own client penetration goals with those partners, and hold the team accountable for deliverables.
• Deliver Mass Affluent advice and planning through a joint banking and investing partnership with a PNC Financial Advisor.
• Provide proactive and responsive service to meet client goals and strengthen client commitment and advocacy.

Benefits

• Medical and prescription drug coverage, including a Health Savings Account feature, for eligible full-time employees.
• Dental and vision options.
• Employee and spouse/child life insurance.
• Short- and long-term disability protection.
• 401(k) with PNC match.
• Pension plan.
• Stock purchase plan.
• 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.

What This Job Offers

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