Premier Client Banker-PNC Wealth Management

PNC•Morristown, NJ

2d•$76,500 - $127,500•Onsite

About The Position

As a Premier Client Banker in PNC's Wealth Management organization, based in Morristown, New Jersey, 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 generate and manage leads and appointments, use consultative conversations and knowledge of banking products and services to identify client needs, and suggest tailored financial wellness solutions. You will manage a portfolio of client relationships and associated risks, provide a differentiated experience from acquisition through onboarding and service, and complete relationship-management administration accurately and promptly. You will coordinate ecosystem partners and subject-matter experts, collaborate with a PNC Financial Advisor to deliver the Mass Affluent Advice and Planning value proposition, and use client insights and sales tools to identify and convert opportunities. The position is in-office. It is incentive eligible, with compensation based on company, business, and/or individual performance.

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.
Demonstrate appropriate knowledge, skills, and abilities for the role.
Knowledge of banking products and services.
Competencies include business acumen, collaboration, customer experience management, customer retention, decision-making and critical thinking, effective communication, managing multiple priorities, relationship management, and selling.
FINRA Series 7 and Series 66, or Series 63 and 65, are preferred rather than required.
Life and Health Insurance licenses are preferred rather than required.
Candidates may be subject to additional background checks under 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 for roles at this level.

Responsibilities

Develop and execute strategies to drive Mass Affluent client acquisition, outreach, and retention, generating revenue and deepening share of wallet.
Generate and manage leads and client appointments; use consultative, needs-based conversations and knowledge of bank products and services to attract new households and grow 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 throughout acquisition, onboarding, and servicing.
Complete proactive, timely, accurate, and complete sales and client relationship-management administration tasks.
Execute team processes such as pre-call planning, post-call debriefs, and relationship reviews.
Coordinate ecosystem partners and bring in experts based on identified client needs.
Suggest tailored solutions aligned with client needs to deliver financial wellness.
Use client insights and sales tools to develop actionable sales strategies, identify opportunities, and convert them while delivering an exceptional client experience.
Lead and collaborate productively with ecosystem partners inside and outside the branch, including developing the branch as a Center of Influence.
Own client relationships and 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.
Provide proactive, responsive service and use advanced relationship-building and conversation skills to meet client goals and build client advocacy.

Benefits

Medical and prescription drug coverage, with 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.