Premier Client Banker - PNC Wealth Management
About the role
As a Premier Client Banker within PNC's Wealth Management organization, you will be based in East Norriton, PA. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance.
Responsibilities
- Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients.
- Proactively generate and manage leads and client appointments.
- Leverages needs based and consultative conversational skills, experience, and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households.
- Develops and maintains internal partnerships to drive new revenue, acquisition and growth.
- Manages risk and maximizes profitability for entire portfolio of clients.
- Delivers a differentiated client experience in all elements of the relationship, from acquisition through onboarding and servicing.
- Maintains proactive, timely, accurate and complete sales/client relationship management administration tasks as determined by the business.
- Serves as the quarterback for all ecosystem partners, bringing in experts based on needs identified, and ensuring an exceptional experience in every interaction.
- Delivers Financial Wellness by proactively suggesting tailored solutions aligned with client needs.
- Leverages client insight and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering an exceptional client experience.
- Achieves business results through leadership of and productive collaboration with a wide range of ecosystem partners.
- Develop ecosystem leadership inside and outside of the branch as a Center of Influence (COI).
- Owns the client relationship and holds team accountable for deliverables.
- Owns client penetration goals with Eco-system partners.
- Deliver the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor.
- Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals.
Requirements
- Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
- Competencies: Banking Products, Business Acumen, Collaborating, Customer Experience Management, Customer Retention, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Products and Services, Relationship Management, Selling.
- Work Experience: Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
- Education: Bachelors (Required)
- Certifications: FINRA Series 7, 66 (or 63 & 65) preferred. Life and Health Insurance preferred.
Qualifications
- Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
- Competencies: Banking Products, Business Acumen, Collaborating, Customer Experience Management, Customer Retention, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Products and Services, Relationship Management, Selling.
- Work Experience: Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
- Education: Bachelors (Required)
- Certifications: FINRA Series 7, 66 (or 63 & 65) preferred. Life and Health Insurance preferred.
Skills
- Banking Products
- Business Acumen
- Collaborating
- Customer Experience Management
- Customer Retention
- Decision Making and Critical Thinking
- Effective Communications
- Managing Multiple Priorities
- Products and Services
- Relationship Management
- Selling
Benefits
PNC offers a comprehensive range of benefits to meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/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/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Pay
Commensurate with experience.
Schedule
Varies.
Benefits
Varies.