Premier Client Banker - PNC 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 Scottsdale, AZ.

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

• Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening 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 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.
• Delivers 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.
• 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.
• Differentiates client experience through advanced relationship building and conversation skills.
• Have advanced and progressive knowledge of business segment capabilities and offerings.

• 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 or direct industry experience. A comparable combination of education, job‑specific certifications, and experience (including military service) may be considered.
• Education:
  
  Bachelor’s degree.
• Certifications and Licenses: FINRA Series 7, 66 (or 63 & 65) required. Life and Health Insurance required.
• Background checks as required by Consumer Financial Protection Bureau regulations.

• Medical/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 selected programs fully paid
• Robust wellness program with financial incentives
• Paid time off: maternity and/or parental leave, up to 11 paid holidays each year, 9 occasional absence days (unless otherwise required by…