Premier Client Banker - Wealth Management

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage. We are united in delivering the best experience for our customers and fostering an inclusive workplace culture in which 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 Cincinnati, OH, in an in‑office environment that supports a supportive culture and work‑life balance.

• Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for the purpose 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 to position solutions that 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.
• Differentiated client experience through advanced relationship building and conversation skills.
• Maintain advanced and progressive knowledge of business segment capabilities and offerings.

• 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 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.
• Education: Bachelor’s degree (required).
• Licenses &
  
  Certifications:
  
  FINRA Series 7, 66 (or 63 & 65) preferred;
  Life and Health Insurance preferred.

Base salary: $63,750.00 – $. 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.

PNC offers a comprehensive range of benefits including medical, prescription drug coverage with a Health Savings Account feature, dental, vision, life insurance for employee and spouse/child, short and long‑term disability protection, 401(k) with PNC match, pension and stock purchase plans, dependent care reimbursement…