Premier Client Banker-PNC Wealth Management

PNC•Mechanicsburg, PA

11d•Onsite

About The Position

As a Premier Client Banker in PNC's Wealth Management organization, based in Mechanicsburg, Pennsylvania, you will develop and execute strategies to acquire, engage, and retain Mass Affluent clients, generate revenue, and deepen share of wallet. You will generate and manage leads and client appointments, use consultative conversations and knowledge of banking products and services to identify client needs, and recommend tailored solutions. You will manage risk and profitability across your client portfolio and deliver a differentiated experience from acquisition through onboarding and ongoing servicing. The role involves building internal and external partnerships, coordinating ecosystem experts, and collaborating with a PNC Financial Advisor to deliver Mass Affluent advice and planning through a joint banking and investing partnership. You will use client insights and sales tools to identify and convert opportunities, own client relationships and penetration goals, and ensure timely and accurate relationship-management administration and execution of team processes. You will also provide proactive, responsive service and support client financial wellness. PNC describes this as an in-office position. Candidates should demonstrate customer focus and effective risk management. A bachelor's degree is required; roles at this level typically require at least three years of relevant or direct industry experience. FINRA Series 7 and 66 (or 63 and 65), and Life and Health Insurance licenses, are preferred but not required.

Requirements

Bachelor's degree required.
Typically, at least 3 years of relevant or direct industry experience; comparable combinations of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
Demonstrated knowledge, skills, and abilities appropriate to the role.
Competencies include banking products, business acumen, collaboration, customer experience management, customer retention, decision-making and critical thinking, effective communications, managing multiple priorities, products and services, relationship management, and selling.
Must meet applicable background-check requirements; candidates are subject to additional checks under Consumer Financial Protection Bureau regulations.
No employment visa sponsorship or STEM OPT participation is offered for this position.

Nice To Haves

FINRA Series 7 and Series 66, or Series 63 and Series 65 licenses are preferred.
Life and Health Insurance license is preferred.
Certifications are often desired for roles at this level.

Responsibilities

Develop and execute strategies for Mass Affluent client acquisition, outreach, and retention to generate revenue and deepen share of wallet.
Generate and manage leads and client appointments, identify sales opportunities, and convert them into new or expanded client relationships.
Use consultative conversations and knowledge of bank products and services to recommend solutions aligned with client needs.
Develop and maintain internal partnerships to drive revenue, acquisition, and growth.
Manage risk and maximize profitability across the client portfolio.
Deliver a differentiated client experience through acquisition, onboarding, servicing, and ongoing relationship management.
Complete proactive, timely, accurate, and complete sales and client relationship administration tasks.
Execute team processes, including pre-call planning, post-call debriefs, and relationship reviews.
Coordinate ecosystem partners and bring in experts based on client needs.
Proactively suggest tailored solutions that support client financial wellness.
Use client insights and sales tools to create actionable sales strategies and tactics.
Lead collaboration with ecosystem partners inside and outside the branch, including serving as a Center of Influence.
Own client relationships and penetration goals with ecosystem partners, and hold the team accountable for deliverables.
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 and use advanced relationship-building and conversation skills to support client goals.

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, 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, subject to eligibility.
Up to 11 paid holidays each year, subject to eligibility.
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, subject to eligibility.