Premier Client Banker-PNC Wealth Management

PNC Bank•Morristown, NJ

25d•Onsite

About The Position

The Premier Client Banker works within PNC's Wealth Management organization in Morristown, New Jersey, developing and executing strategies to acquire, serve, and retain Mass Affluent clients. The role generates revenue and deepens client relationships by managing leads and appointments, using consultative conversations to match clients with relevant banking and wealth solutions, and coordinating with internal partners and a PNC Financial Advisor. The banker owns the client relationship and portfolio, manages risk and profitability, and delivers proactive, responsive service throughout acquisition, onboarding, and ongoing servicing. This is an in-office position. 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.
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 65.
Life and Health Insurance license.
Certifications are often desired.

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 needs-based, consultative conversations and knowledge of bank products and services to attract new households and deepen relationships.
Develop and maintain internal partnerships to drive acquisition, revenue, and growth.
Manage risk and maximize profitability across the client portfolio.
Deliver a differentiated client experience from acquisition through onboarding and servicing.
Complete timely, accurate, and comprehensive sales and client-relationship administration tasks.
Execute team processes, including pre-call planning, post-call debriefs, and relationship reviews.
Coordinate ecosystem partners, bring in experts based on identified client needs, and ensure an exceptional experience in each interaction.
Suggest tailored solutions aligned with client needs to support financial wellness.
Use client insights and sales tools to develop actionable sales strategies, identify opportunities, and convert them into results.
Achieve business results through leadership and collaboration with ecosystem partners, including developing ecosystem leadership inside and outside the branch 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.
Apply progressive knowledge of business-segment capabilities and offerings.
Focus on customer needs and satisfaction when making business decisions and creating customized customer solutions.
Assess and manage risks in accordance with PNC's Enterprise Risk Management Framework.

Benefits

Medical and prescription drug coverage, including a Health Savings Account feature, subject to 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, subject to eligibility.
Up to 11 paid holidays each year, subject to 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.