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 all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our 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 Powell, OH.

• 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, leveraging needs based and consultative conversational skills and acquired knowledge of bank products and services 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 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 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. Have advanced and progressive knowledge of business segment capabilities and offerings.
• PNC Employees take pride in our reputation and continue building upon that. We expect our employees to be:
  • 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.

• 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: Bachelors.
• Certification(s): No Required Certification(s).
• Licenses: FINRA Series 7, 66 (or 63 & 65) required. Life and Health Insurance required. Candidates being considered for this position will be subject to additional background checks as required by…