Premier Client Banker-PNC Wealth Management

PNC Bank • McLean, VA

25d • Onsite

About The Position

As a Premier Client Banker in PNC’s Wealth Management organization, based in McLean, Virginia, you will develop and execute strategies to acquire, retain, and grow Mass Affluent client relationships. You will proactively generate leads and appointments, use consultative conversations and knowledge of banking products and services to identify client needs, deepen share of wallet, and attract new households. You will manage portfolio risk and profitability while delivering a differentiated client experience from acquisition through onboarding and ongoing service.

The role owns client relationships and penetration goals, coordinates ecosystem partners, and collaborates with a PNC Financial Advisor to deliver the Mass Affluent Advice and Planning value proposition through a joint banking and investing partnership. You will use client insights and sales tools to turn opportunities into actionable strategies, deliver financial wellness through tailored solutions, and maintain accurate relationship-management administration. This is an in-office role. Candidates must demonstrate customer focus and effective risk management. A bachelor’s degree and at least three years of relevant or direct industry experience are typically required; a comparable combination of education, certifications, and experience may be considered in lieu of a degree. FINRA Series 7 and 66 (or 63 and 65), and Life and Health Insurance licenses, are preferred. The role is incentive eligible, with pay 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.
• Typically requires at least 3 years of relevant or direct industry experience.
• Demonstrate appropriate knowledge, skills, and abilities for 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.
• Demonstrate customer focus and the ability to create customized customer solutions based on customer needs and satisfaction.
• Assess and effectively manage business risks in accordance with PNC’s Enterprise Risk Management Framework.
• Candidates will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

Nice To Haves

• FINRA Series 7 and Series 66 licenses, or Series 63 and Series 65 licenses.
• Life and Health Insurance license.
• Certifications are often desired.

Responsibilities

• Develop and execute strategies to acquire, engage, and retain Mass Affluent clients, generating revenue and deepening share of wallet.
• Generate and manage leads and client appointments proactively.
• Use consultative, needs-based conversations and knowledge of bank products and services to grow client relationships and attract new households.
• Develop and maintain internal partnerships to drive revenue, client acquisition, and growth.
• Manage risk and maximize profitability across the client portfolio.
• Deliver a differentiated client experience throughout acquisition, onboarding, and servicing.
• Complete timely, accurate, and thorough sales and client relationship-management 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 across interactions.
• Suggest tailored solutions aligned with client needs to support financial wellness.
• Use client insights and sales tools to identify and convert sales opportunities and deliver an exceptional client experience.
• Collaborate with ecosystem partners and develop ecosystem leadership inside and outside the branch as a Center of Influence.
• 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.
• Provide proactive, responsive service that supports client goals and builds commitment and advocacy.
• Differentiate the client experience through 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 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
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level