Premier Client Banker - PNC Wealth Management

Role Overview

Premier Client Banker – Mass Affluent in the Wealth Management organization, located in Centerville, OH.

• 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 and product knowledge 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.
• 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 identified needs 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 converting sales opportunities.
• 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 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 strong client commitment and advocacy by delivering proactive and responsive service to meet client goals.
• Differentiated client experience through advanced relationship building and conversation skills.

• University or college degree with 3+ years of relevant or direct industry experience.
• Strong knowledge of banking products, business acumen, customer experience and retention, decision making, critical thinking, effective communications, managing multiple priorities, relationship management, and selling.
• Licenses: FINRA Series 7 and 66 (or Series 63 & 65) required;
  Life and Health Insurance license required.
• Ability to assess and manage risk in accordance with PNC’s Enterprise Risk Management Framework.
• Knowledge of mass affluent segment and ability to build advanced relationship skills.

No additional certifications required beyond the licenses listed above.

Compensation may vary based on geographic location, market data, and individual skills, experience, and education. This role is incentive eligible with payment based on company, business, and/or individual performance.

• Medical, prescription drug, dental and vision coverage (with Health Savings Account option)
• 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, backup child/elder care, adoption, surrogacy, and doula reimbursement
• Educational assistance (select programs fully paid)
• Robust wellness program with financial incentives
• Paid time off: maternity and/or parental leave, up to 11 paid holidays, 9 occasional absence days, 15 to 25 vacation days, and additional days based on years of service

If an accommodation is required to participate in the application process, please contact us via email at with the subject line "accommodation request" including your name, the job , and preferred method of contact. Alternatively, call  and say "Workday" for accommodation assistance. All information will be kept confidential.

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 Section 19 of the Federal Deposit Insurance Act (FDIA) and, if applicable, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or FINRA, which prohibit hiring individuals with certain criminal histories.

Refer to the California Consumer Privacy Act Privacy Notice (link) to understand how PNC may use or disclose your personal information in our hiring practices.