Premier Client Banker-PNC Wealth Management

PNC•Silver Spring, MD

2d•$76,500 - $127,500•Onsite

About The Position

The Premier Client Banker is part of PNC's Wealth Management organization and is based in Silver Spring, Maryland. The role develops and executes strategies to acquire, engage, and retain Mass Affluent clients, generate revenue, and deepen share of wallet. It proactively generates and manages leads and appointments, using consultative conversations and knowledge of banking products and services to identify client needs and recommend tailored solutions. The banker manages client relationships from acquisition through onboarding and ongoing service, while coordinating internal ecosystem partners and a PNC Financial Advisor to deliver Mass Affluent advice and planning. The role is accountable for client portfolio risk and profitability, relationship administration, team processes, client penetration goals, and a differentiated client experience. PNC describes itself as an in-office company and 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 may be considered in lieu of a degree.
Typically, 3 or more years of relevant or direct industry experience.
Knowledge and competencies in 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.
Demonstrated ability to focus on customers and create customized solutions aligned with customer needs and satisfaction.
Ability to assess and effectively manage risks in accordance with PNC's Enterprise Risk Management Framework.

Nice To Haves

FINRA Series 7 and Series 66, or Series 63 and Series 65.
Life and Health Insurance license.

Responsibilities

Develop and execute strategies to drive Mass Affluent client acquisition, outreach, retention, revenue generation, and share-of-wallet growth.
Generate and manage leads and client appointments proactively.
Use consultative, needs-based conversations and knowledge of bank products and services to attract new households and deepen client relationships.
Develop and maintain internal partnerships that support revenue, acquisition, and growth.
Manage risk and maximize profitability across the client portfolio.
Deliver a differentiated client experience from acquisition through onboarding and servicing.
Complete proactive, timely, accurate, and complete sales and client relationship management administration tasks.
Ensure execution of team processes, including pre-call planning, post-call debriefs, and relationship reviews.
Coordinate ecosystem partners, engage experts based on client needs, and ensure an exceptional experience in each interaction.
Proactively suggest tailored solutions aligned with clients' financial wellness needs.
Use client insights and sales tools to develop actionable sales strategies, identify opportunities, and convert sales.
Collaborate with ecosystem partners and act as a Center of Influence inside and outside the branch.
Own client relationships and hold the team accountable for deliverables and client penetration goals with ecosystem partners.
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.

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.
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.