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 can contribute to the company’s success. As a Premier Client Banker within PNC's Wealth Management organization, you will be based in Wilmington, DE.

Job : R213560

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 recruiters and hiring managers to understand workplace expectations and ensure the role aligns with their goals.

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

• 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 conversation skills, experience, and acquired knowledge of bank products and services to position appropriately.
• 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. Maintain proactive, timely, accurate and complete sales/client relationship management administration tasks as determined by the business. Execute 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 to ensure 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 identify and successfully convert sales opportunities, and deliver 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 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. Hold advanced and progressive knowledge of business segment capabilities and offerings.
• Customer Focused – Knowledge 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 – Assess and effectively manage all of the risks associated with business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

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.

Roles at this level typically require a university or college degree, with 3+ years of relevant or 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.

Bachelor's

No required certification(s). Candidates may hold other certifications.

FINRA Series 7 and 66 (or 63 & 65) required. Life…