Premier Client Banker - Wealth Management

Position Overview

As a Premier Client Banker within PNC’s Wealth Management organization, you will be based in Mentor, 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, 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. Demonstrate advanced and progressive knowledge of business segment capabilities and offerings.

• Customer Focused – Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
• Managing Risk – Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC’s Enterprise Risk Management Framework.

PNC is an in‑office company that fosters a supportive culture where employees can thrive and achieve balance. Candidates are encouraged 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.

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for the role. Key competencies include:

• 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/college degree, with 3+ years of relevant/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)

Certifications:

None required.

Licenses: FINRA Series 7, 66 (or 63 & 65) preferred. Life and Health Insurance preferred.

Base Salary: $63,750.00 – $

Salarie…