Premier Client Banker-PNC Wealth Management

PNC•McLean, VA

2d•$76,500 - $127,500•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 deepen relationships with Mass Affluent clients. You will generate and manage leads and appointments, use consultative conversations and knowledge of banking products and services to identify client needs, and recommend tailored solutions that grow relationships and revenue. The role delivers a differentiated client experience throughout acquisition, onboarding, and servicing. You will manage risk and portfolio profitability, maintain timely and accurate relationship-management administration, and follow team processes such as call planning, debriefs, and relationship reviews. Acting as the coordinator for ecosystem partners, you will engage specialists according to client needs and collaborate with a PNC Financial Advisor to provide the Mass Affluent Advice and Planning value proposition 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 hold partners accountable for deliverables. The role requires advanced relationship-building and conversation skills, knowledge of business-segment capabilities, a commitment to customer advocacy, and effective risk management. PNC describes this as an in-office role and 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.
Typically requires at least 3 years of relevant or direct industry experience.
Knowledge of banking products and services, business acumen, and relationship management.
Skills in collaboration, customer experience management, customer retention, decision-making and critical thinking, effective communication, managing multiple priorities, and selling.
Ability to build advanced client relationships and deliver consultative conversations and tailored customer solutions.
Ability to assess and manage business risks.
Candidates considered for the position are subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
No required certifications or language assessments.

Nice To Haves

FINRA Series 7 and Series 66, or Series 63 and Series 65.
Life and Health Insurance licenses.
Relevant certifications are often desired.

Responsibilities

Develop and execute strategies to acquire, engage, and retain Mass Affluent clients 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 needs-based, consultative conversations and knowledge of bank products and services to recommend solutions tailored to clients.
Develop and maintain internal partnerships to drive revenue, client acquisition, and growth.
Manage portfolio risk and profitability.
Deliver a differentiated client experience through acquisition, onboarding, and ongoing servicing.
Complete proactive, timely, accurate, and thorough sales and client relationship-management administration.
Execute team processes, including pre-call planning, post-call debriefs, and relationship reviews.
Coordinate ecosystem partners, engage experts based on client needs, and ensure a strong experience in every interaction.
Use client insights and sales tools to develop actionable sales strategies and tactics.
Lead collaboration with ecosystem partners inside and outside the branch, including as a Center of Influence.
Own client relationships and client penetration goals, and hold ecosystem partners 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 that supports client goals and advocacy.
Assess and manage risks in accordance with PNC's Enterprise Risk Management Framework.

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, subject to eligibility.
Up to 11 paid holidays each year, subject to eligibility.
9 occasional absence days each year, subject to eligibility and applicable law.
15 to 25 vacation days each year depending on career level and years of service, subject to eligibility.
Incentive-eligible compensation based on company, business, and/or individual performance.