Premier Client Banker - Wealth Management

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are united in delivering the best experience for our customers and fostering an inclusive workplace culture where all employees feel respected, valued, and empowered to contribute to the company’s success. This role is a Premier Client Banker within PNC's Wealth Management organization, based in Upper Montclair, NJ.

PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve 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 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, knowledge of bank products and services, and position appropriate offerings 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 client portfolio.
• Deliver a differentiated client experience from acquisition through onboarding and servicing, ensuring 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 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 develop actionable sales strategies and tactics, proactively identifying and converting sales opportunities and delivering an exceptional client experience.
• Achieve business results through leadership and productive collaboration with a wide range of ecosystem partners, including establishing a Center of Influence (COI) and owning client penetration goals.
• Ensure strong client commitment and advocacy by delivering responsive service that meets client goals, differentiating client experience through advanced relationship building and conversation skills, and maintaining advanced knowledge of business segment capabilities and offerings.

PNC Employees take pride in our reputation and are committed to acting with strong values:

• 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 risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

• 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/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: No required certifications.
• Licenses: FINRA Series 7, 66 (or 63 & 65) preferred. Life and Health Insurance preferred.

Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

Base Salary: $76,500.00 – $. Salaries may vary based on geographic location, market data, and on individual skills, experience, and education. This role is incentive eligible with the…