Premier Client Banker - PNC Wealth Management

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Premier Client Banker within PNC’s Wealth Management organization, you will be based in Columbus, OH. PNC is an in‑office company that fosters a supportive culture where employees can thrive and achieve a balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. Job Description 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. Leverage needs‑based and consultative conversational skills, experience, and acquired knowledge of bank products and services and position appropriately to grow share of wallet and attract new mass affluent households. Develop and maintain internal partnerships to drive new revenue, acquisition and growth. Manage risk and maximize profitability for entire portfolio of clients. Deliver a differentiated client experience in all elements of the relationship, from acquisition through onboarding and servicing. Maintain proactive, timely, accurate and complete sales/client relationship management administration tasks as determined by the business. Ensure execution of team processes such as pre‑call planning, post‑call debriefs and relationship reviews. Serve as the quarterback for all ecosystem partners, bringing in experts based on needs identified, and ensuring an exceptional experience in every interaction. Deliver Financial Wellness by proactively suggesting tailored solutions aligned with client needs. Leverage 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. Achieve 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). Own the client relationship and hold team accountable for deliverables. 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. Ensure a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Differentiate client experience through advanced relationship building and conversation skills. Have advanced and progressive knowledge of business segment capabilities and offerings. Responsibilities Drive Mass Affluent client acquisition, outreach and retention to generate revenue and deepen share of wallet. Proactively generate and manage leads and client appointments. Leverage consultative skills to position bank products and services. Develop internal partnerships to create new revenue, acquisition and growth opportunities. Manage risk and maximize profitability across client portfolio. Deliver a differentiated client experience from acquisition through onboarding and servicing. Maintain timely, accurate, and complete sales and client relationship management administration. Execute team processes including pre‑call planning, post‑call debriefs, and relationship reviews. Act as quarterback for ecosystem partners to ensure exceptional client interactions. Deliver tailored financial wellness solutions aligned with client needs. Convert sales opportunities through actionable strategies and tactics. Lead collaborative efforts with ecosystem partners. Develop leadership within and outside the branch as a Center of Influence. Own client relationship and hold team accountable for deliverables. Own client penetration goals with ecosystem partners. Deliver Mass Affluent Advice and Planning value via partnership with a PNC Financial Advisor. Advocate proactive and responsive service for client goals. Use advanced relationship building and conversation skills. Apply progressive knowledge of business segment capabilities and offerings. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for the role. 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 or college degree, with 3+ years of relevant or direct industry experience. Certifications are desired. In lieu of a degree, a comparable combination of education, job‑specific certification(s) and experience (including military service) may be considered. Education: Bachelor’s (Required) Certifications: None required. Preferred certifications include FINRA Series 7, 66 (or 63 & 65) and Life and Health Insurance. Licenses: FINRA Series 7, 66 (or 63 & 65) preferred. Life and Health Insurance preferred. Candidates will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. Pay Transparency Base Salary: $63,750.00 – $106,250.00. Salary may vary based on geographic location, market data and individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Benefits PNC offers a comprehensive range of benefits to help 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 (select programs fully paid) and a robust wellness program with financial incentives. PNC generally provides the following paid time off, depending on 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 and 25 vacation days each year depending on career level; and years of service. For more information, visit pncthrive.com. Disability Accommodations For accommodation requests, email View email address on click.appcast.io with subject "accommodation request" and include name, job ID, and contact method. Phone: View phone number on click.appcast.io and say "Workday". All information will be kept confidential and used as required. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to FDIA requirements and, for any registered role, SAFE Act and/or FINRA, which prohibit hiring individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to understand how PNC may use or disclose your personal information in hiring practices. Additional Information For nearly 160 years, PNC has strived to make a meaningful impact for employees, customers, communities, and shareholders. This highlights open communication, smart risk management, relationship‑based customer service, community investments, and an inclusive workplace. To learn more, visit our Total Rewards page. Apply or join our Talent Community for career updates. #J-18808-Ljbffr PNC Financial Services Group, Inc.