Premier Client Banker - PNC Wealth Management

PNC•Gilbert, AZ

12d•Onsite

About The Position

As a Premier Client Banker within 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 relationships with new and existing clients. You will proactively generate and manage leads and appointments, use consultative conversations and knowledge of bank products and services to identify client needs, and recommend appropriate solutions. The role develops internal partnerships and coordinates ecosystem experts to deliver a differentiated client experience from acquisition through onboarding and ongoing service. You will manage risk and profitability across a client portfolio, maintain accurate relationship-management administration, execute team processes such as call planning and relationship reviews, and use client insights and sales tools to convert opportunities. You will own client relationships and penetration goals, collaborate with PNC Financial Advisors to deliver Mass Affluent advice and planning, and promote Financial Wellness through tailored recommendations. PNC describes this as an in-office position. The company 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.
Typically, 3 or more years of relevant or direct industry experience.
Demonstrated knowledge, skills, and abilities relevant to the position.
Competencies include 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.
Must meet applicable background-check requirements, including Consumer Financial Protection Bureau regulations and, where applicable, Section 19 of the Federal Deposit Insurance Act and FINRA or SAFE Act requirements.

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 to acquire, engage, and retain Mass Affluent clients and deepen share of wallet.
Generate and manage leads and client appointments, identify sales opportunities, and recommend appropriate bank products and services.
Develop and maintain internal partnerships that support revenue, client acquisition, and growth.
Manage risk and maximize profitability across the client portfolio.
Deliver a differentiated client experience from acquisition through onboarding and servicing, with proactive and responsive support aligned with client goals.
Complete timely, accurate, and thorough sales and client relationship management administration.
Execute team processes, including pre-call planning, post-call debriefs, and relationship reviews.
Coordinate ecosystem partners and experts according to client needs, and ensure an exceptional experience in every interaction.
Suggest tailored solutions aligned with client needs to support Financial Wellness.
Use client insights and sales tools to develop and execute sales strategies and convert opportunities.
Lead and collaborate with ecosystem partners inside and outside the branch, including developing Centers of Influence.
Own client relationships and client penetration goals with ecosystem partners, and hold the team accountable for deliverables.
Partner with a PNC Financial Advisor to deliver the Mass Affluent Advice and Planning value proposition through joint banking and investing.
Apply advanced relationship-building and conversation skills and knowledge of business-segment capabilities and offerings.

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.
Up to 11 paid holidays each year.
Nine 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.