Premier Client Banker - PNC Wealth Management

Position Overview

As a Premier Client Banker within PNC's Wealth Management organization, you will be based in Cascade, MI. The role focuses on delivering an exceptional experience to Mass Affluent clients by driving acquisition, retention, and cross‑sell opportunities while fostering a collaborative culture.

• Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach, and retention to generate revenue and deepen share of wallet.
• Generate and manage leads and client appointments, leveraging needs‑based and consultative conversational skills.
• Position bank products and services appropriately to grow share of wallet and attract new mass‑affluent households.
• Build and maintain internal partnerships to drive new revenue, acquisition, and growth.
• Manage risk and maximize profitability across the entire client portfolio.
• Deliver a differentiated client experience from acquisition through onboarding and service.
• Maintain timely, accurate, and complete sales and relationship‑management administration tasks.
• Execute team processes, including pre‑call planning, post‑call debriefs, and relationship reviews.
• Serve as the quarterback for ecosystem partners, bringing in experts as needed for an exceptional client interaction.
• Provide Financial Wellness guidance by suggesting tailored solutions aligned with client needs.
• Translate client insight and sales tools into actionable strategies, proactively identifying and converting sales opportunities.
• Lead and collaborate with ecosystem partners to achieve business results.
• Develop ecosystem leadership inside and outside 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 partnership with a PNC Financial Advisor.
• Ensure strong client commitment and advocacy by providing proactive, responsive service to meet client goals.
• Differentiating the client experience through advanced relationship‑building and conversation skills.

• Competencies:
  
  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.
• Education:
  
  Bachelor’s degree (Required).
• Experience:
  
  3+ years of relevant or direct industry experience, or a comparable combination of education, job‑specific certification(s), and experience (including military service).
• Certifications/Licenses:
  Preferred FINRA Series7,66 (or63 &65);
  Life and Health Insurance preferred.
• Background checks as required by Consumer Financial Protection Bureau regulations.

• 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; back‑up child/elder care; adoption, surrogacy, and doula reimbursement.
• Educational assistance, including select fully‑paid programs.
• Robust wellness program with financial incentives.
• Paid time off—including maternity and/or parental leave, up to 11 paid holidays, 9 occasional absence days, and 15 to 25 vacation days depending on career level.

To receive an accommodation for the application process, contact  (subject line: “Accommodation request”) with your name, job , and preferred contact method, or call 877‑968‑7762 and say “Workday.” All information will be kept confidential and used only as necessary to provide accommodations.

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 the requirements of Section
19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California residents may refer to the California Consumer Privacy Act Privacy Notice for information on how PNC may use or disclose personal information in hiring practices.