Premier Client Banker-PNC Wealth Management

PNC Bank•Jupiter, FL

1d•Onsite

About The Position

As a Premier Client Banker within PNC's Wealth Management organization, the employee is based in Jupiter, Florida, and works in-office. The role focuses on acquiring, retaining, and deepening relationships with Mass Affluent clients by delivering tailored financial solutions, proactive service, and an exceptional experience across the client relationship lifecycle. The banker collaborates with a PNC Financial Advisor and other ecosystem partners to provide Mass Affluent advice and planning, while managing portfolio risk and profitability. PNC emphasizes customer focus, risk management, an inclusive workplace, and collaboration. The role requires a bachelor's degree and typically at least three years of relevant or direct industry experience. A comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree. FINRA Series 7 and Series 66 (or Series 63 and 65), as well as Life and Health Insurance licenses, are preferred but not required. Candidates may be subject to additional background checks required by Consumer Financial Protection Bureau regulations. PNC will not sponsor employment visas 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.
Typically requires 3 or more years of relevant or direct industry experience.
Demonstrate appropriate knowledge, skills, and abilities for the role.
Knowledge of banking products and services and business segment capabilities and offerings.
Customer focus and ability to develop customized customer solutions.
Ability to assess and manage risks in accordance with PNC's Enterprise Risk Management Framework.
Skills in business acumen, collaboration, customer experience management, customer retention, critical thinking and decision-making, effective communication, managing multiple priorities, relationship management, and selling.

Nice To Haves

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

Responsibilities

Develop and execute strategies to acquire, engage, and retain Mass Affluent clients, generate revenue, and deepen share of wallet.
Generate and manage leads and client appointments proactively.
Use needs-based and consultative conversations and knowledge of banking products and services to attract new households and expand client relationships.
Develop and maintain internal partnerships that drive revenue, client acquisition, and growth.
Manage risk and maximize profitability across the client portfolio.
Deliver a differentiated client experience from acquisition through 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 and involve appropriate experts based on client needs.
Suggest tailored solutions aligned with clients' financial needs and goals.
Use client insights and sales tools to identify and convert sales opportunities and develop actionable sales strategies.
Collaborate with ecosystem partners to achieve business results and develop ecosystem leadership inside and outside the branch as a Center of Influence.
Own client relationships, hold the team accountable for deliverables, and 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 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 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