Premier Client Banker - Wealth Management

Position Overview

As a Premier Client Banker within PNC's Wealth Management organization, you will be based in West Chester, OH. Our people are our greatest differentiator, and we work together to deliver the best experience for our customers while fostering an inclusive workplace culture.

• 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.
• Generate and manage leads and client appointments, using consultative conversational skills and deep knowledge of bank products and services to grow share of wallet.
• Maintain internal partnerships to drive new revenue, acquisition, and growth; manage risk and maximize profitability across the entire client portfolio.
• Deliver a differentiated client experience throughout acquisition, onboarding, and servicing, maintaining proactive, timely, and accurate sales and client relationship management tasks.
• Serve as the quarterback for all ecosystem partners, ensuring an exceptional client experience and delivering tailored financial wellness solutions.
• Leverage client insight and sales tools to translate into actionable sales strategies, proactively identifying and converting sales opportunities.
• Lead productive collaboration with ecosystem partners, developing leadership inside and outside the branch as a Center of Influence (COI) and delivering the Mass Affluent Advice and Planning value proposition.
• Ensure strong client commitment and advocacy through advanced relationship building and conversation skills, maintaining advanced knowledge of business segment capabilities.

PNC Employees take pride in our reputation and expect their employees to be:

• Customer Focused – creating customized solutions aligned with customer needs and satisfaction.
• Managing Risk – assessing and managing risks to 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; 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. Candidates will be subject to additional background checks per Consumer Financial Protection Bureau regulations.

Base Salary: $63,750.00 – $. Salaries may vary based on geographic location, market data, and individual skills, experience, and education. This role is incentive eligible, with payment based upon company, business, and/or individual performance.

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Benefits for eligible full-time employees include 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, and a robust wellness program with financial incentives.

Paid time off varies by eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year based on career level; and additional days per years of service.

If an accommodation is required to participate in the application process, please contact us via email at  Include “accommodation request” in the subject line and your name, job , and preferred method of…