Premier Client Banker - PNC Wealth Management
$70.13k - $116.88kPNC
Position Overview As a Premier Client Banker within PNC's Wealth Management organization in Denver, CO, you will develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach, and retention, generate revenue and deepen share of wallet with new and existing clients. 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 quarterback for all ecosystem partners, bringing in experts based on needs identified, ensuring an exceptional experience in every interaction. 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 the branch as a Center of Influence (COI). Own client relationship and hold team accountable for deliverables. Ensure 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. Qualifications Education: Bachelor's degree (or equivalent experience). Experience: 3+ years of relevant, direct industry experience, or comparable combination of education, certifications, and experience. Licenses: FINRA Series 7 and 66 (or 63 & 65) required; Life and Health Insurance required. Competencies: Banking Products, Business Acumen, Collaborating, Customer Experience Management, Customer Retention, Decision Making & Critical Thinking, Effective Communications, Managing Multiple Priorities, Products & Services, Relationship Management, Selling. Other: Proven ability to build relationships, manage risk, and drive sales. Must be willing to obtain required licenses within a specified period if unlicensed. Benefits Health, dental, and vision coverage with HSA; life insurance; disability protection; 401(k) with PNC match; pension and stock purchase plans; dependent care reimbursement; adoption, surrogacy, doula reimbursement; educational assistance; wellness program. Paid time off: maternity/parental leave; 11 paid holidays; 9 occasional absence days; 15-25 vacation days based on level. Pay: base salary $70,125 - $116,875; incentive eligible. Equal Employment Opportunity 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 protected categories. This position is subject to FDIA and SAFE Act requirements. Disability Accommodations Contact View email address on click.appcast.io or call View phone number on click.appcast.io to request accommodations. #J-18808-Ljbffr PNC
$70.13k - $116.88k
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