Premier Client Banker - Wealth Management
Listed on 2026-07-23
-
Finance & Banking
Financial Sales, Wealth Management, BD Manager
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 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 Arvada, CO.
PNC is an in‑office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description- Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention to generate revenue and deepen 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 the 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 the 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. Possess advanced and progressive knowledge of business segment capabilities and offerings.
- 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
- Selling
Roles at this level typically require a university/college degree and at least 3+ years of relevant or 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.
EducationBachelors
LicensesFINRA Series 7, 66 (or 63 & 65) required. Life and Health Insurance required.
Pay TransparencyBase Salary: $70,125.00 – $. Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
BenefitsPNC offers a comprehensive range of benefits to help meet your needs…
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).