More jobs:
Premier Client Banker
Job in
Norristown, Montgomery County, Pennsylvania, 19403, USA
Listed on 2026-08-26
Listing for:
PNC Financial Services Group
Full Time
position Listed on 2026-08-26
Job specializations:
-
Finance & Banking
Financial Sales, Banking & Finance
Job Description & How to Apply Below
PNC Financial Services Group seeks a Premier Client Banker to deepen relationships with affluent clients in a consultative, goals-based manner. You will serve as the primary point of contact, delivering tailored banking, lending and basic investment solutions while coordinating with internal wealth, mortgage and business specialists. Responsibilities include proactive portfolio reviews, complex transactions, and acquiring new clients through referrals and networking.
This role requires strong sales, credit, and risk discipline, plus comfort with digital banking tools in a highly regulated environment.
Responsibilities
- Serve as primary relationship manager for high-value retail and small business clients, delivering tailored banking, lending and investment solutions
- Conduct financial needs assessments and recommend appropriate PNC products and services to grow client portfolios
- Proactively develop new business through referrals, networking and targeted outreach within assigned market
- Execute complex transactions, oversee account opening, and ensure accuracy and compliance with bank policies and regulations
- Monitor client portfolios, identify opportunities, and coordinate with specialists in wealth, mortgage and business banking
- Provide high-touch service, resolving client issues quickly while maintaining strong satisfaction and retention levels
- Adhere to risk management, KYC, AML and regulatory requirements while safeguarding client information
- Use PNC's digital platforms, CRM and analytics tools to manage pipelines, track performance and document client interactions
- Collaborate with branch and corporate partners to meet sales goals and support overall market growth
- Participate in ongoing training to maintain product knowledge, sales skills and regulatory competence
Required Skills
- Retail and commercial banking products
- High-net-worth client relationship management
- Financial needs analysis and goals-based planning
- Consumer and small business credit analysis
- Sales, prospecting and pipeline management
- KYC, AML and regulatory compliance
- CRM and banking technology platforms
- Portfolio review and cross-selling
- Customer issue resolution and service recovery
- Presentation and financial communication skills
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×