Premier Client Banker - PNC Wealth Management

PNC Bank•Glendale, IN

24d•Onsite

About The Position

As a Premier Client Banker within PNC's Wealth Management organization, you will be based in Indianapolis, Indiana. This is an in-office role. The banker develops and executes strategies to acquire, engage, and retain Mass Affluent clients, generate revenue, and deepen relationships with new and existing households. The role delivers tailored financial wellness solutions and the Mass Affluent Advice and Planning value proposition through a joint banking and investing partnership with a PNC Financial Advisor. The position owns client relationships and portfolio outcomes, coordinates ecosystem partners and experts, and provides proactive, responsive service throughout acquisition, onboarding, and ongoing servicing. The banker is expected to drive business results through consultative selling, relationship management, collaboration, and effective risk management. 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 is typically required for roles at this level.
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.
Must demonstrate customer focus and the ability to create customized customer solutions based on customer needs and satisfaction.
Must assess and manage risks associated with business objectives and activities in alignment 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 needs-based, consultative conversations and knowledge of bank products and services to attract new households and grow existing client relationships.
Develop and maintain internal partnerships that support revenue generation, acquisition, and growth.
Manage portfolio risk and profitability.
Deliver a differentiated client experience throughout acquisition, onboarding, and servicing.
Complete sales and client relationship management administration accurately and promptly.
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 a strong experience in each interaction.
Proactively recommend tailored solutions aligned with client needs to support financial wellness.
Use client insights and sales tools to create actionable sales strategies, identify opportunities, and convert them into business while delivering an exceptional client experience.
Achieve business results through leadership and collaboration with ecosystem partners.
Build ecosystem leadership inside and outside the branch as a Center of Influence.
Own client relationships and hold the team accountable for deliverables.
Own 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 aligned with client goals.
Differentiate the client experience through advanced relationship-building and conversation skills.

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 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.