Virtual Premier Banker - PNC Wealth Management
PNC
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We work together each day to foster an inclusive workplace culture where all employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Licensed Financial Banker within PNC's Wealth Management organization, you will be based in Charlotte, NC. 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 existing clients. Proactively generate and manage leads and hold client appointments virtually, leveraging needs‑based and consultative conversational skills to grow share of wallet and attract new mass‑affluent households. Virtually develop and maintain internal partnerships to drive new revenue, acquisition and growth, manage risk and maximize profitability for the entire client portfolio, and deliver a differentiated client experience from acquisition through onboarding and servicing. Leverage client insight and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities while delivering an exceptional client experience. Lead and collaborate with a wide range of ecosystem partners, develop external ecosystem leadership as a Center of Influence (COI), own the client relationship, and hold partners accountable for deliverables while delivering the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership. Ensure a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Core Values Customer Focused: Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk: Assessing and effectively managing all of the risks associated with business objectives and activities to ensure adherence to and support of PNC’s Enterprise Risk Management Framework. Qualifications 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 2+ years of relevant professional experience. Education – Bachelor’s degree. Certifications – None required. Licenses – FINRA Series 7 and 66 (or 63 & 65) required; Life and Health Insurance required. 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 and back‑up child/elder care. Adoption, surrogacy, and doula reimbursement. Educational assistance, including certain programs fully paid. Robust wellness program with financial incentives. Paid time off including maternity, parental leave, up to 11 paid holidays annually, 9 occasional absence days annually, and 15–25 vacation days per year depending on career level and years of service. 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. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at View email address on click.appcast.io or call View phone number on click.appcast.io and say "Workday" for accommodation assistance. All information will be kept confidential and used only to the extent required to provide needed reasonable accommodations. #J-18808-Ljbffr PNC
- ...wallet with existing clients. Proactively generate and manage leads and hold client appointments virtually. Leverages needs based and consultative... ...through a joint Banking and Investing partnership with a PNC Financial Advisor.* Ensures a strong client commitment...Virtual
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