Premier Client Banker - PNC Wealth Management

PNC Bank•Fairhope, AL

25d•Onsite

About The Position

As a Premier Client Banker within PNC Wealth Management, based in Fairhope, Alabama, you will develop and execute strategies to acquire, engage, and retain Mass Affluent clients, generate revenue, and deepen client relationships. This is an in-office role. PNC will not provide employment visa sponsorship or participate in STEM OPT for this position. You will manage the full client relationship, delivering a differentiated experience from acquisition through onboarding and ongoing service. The role works in partnership with PNC Financial Advisors and other ecosystem partners to provide Mass Affluent advice and planning, tailored financial wellness solutions, and responsive service. You will manage portfolio risk and profitability, support team processes and accountability, and use client insights and sales tools to identify and convert opportunities. Candidates should have a bachelor's degree and 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. Preferred credentials include FINRA Series 7 and 66 (or Series 63 and 65), and Life and Health Insurance licenses. Candidates may be subject to additional background checks required by Consumer Financial Protection Bureau regulations.

Requirements

Bachelor's degree required; a comparable combination of education, job-specific certifications, and experience (including military service) may be considered instead.
At least 3 years of relevant or direct industry experience.
Knowledge and skills in 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.
Demonstrated customer focus and ability to create customized customer solutions based on customer needs and satisfaction.
Ability to assess and manage risks in accordance with PNC's Enterprise Risk Management Framework.
Additional background checks may apply under 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.

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 consultative, needs-based conversations and knowledge of banking products and services to attract new households and grow existing client relationships.
Develop and maintain internal partnerships to drive client acquisition, revenue, and growth.
Manage portfolio risk and maximize profitability across the client portfolio.
Deliver a differentiated client experience throughout acquisition, onboarding, and servicing.
Complete timely, accurate, and comprehensive sales and client relationship management administration tasks.
Ensure execution of team processes, including pre-call planning, post-call debriefs, and relationship reviews.
Coordinate ecosystem partners, bring in experts based on client needs, and ensure a strong experience in each interaction.
Proactively recommend tailored financial wellness solutions aligned with client needs.
Use client insights and sales tools to develop actionable sales strategies, identify opportunities, and convert them successfully.
Achieve business results through leadership and collaboration with ecosystem partners inside and outside the branch.
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 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, depending on eligibility.
Up to 11 paid holidays each year, depending on eligibility.
Nine 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, depending on eligibility.