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.

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.

• 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…