Premier Client Banker – Wealth Management

Job Description

Premier Client Banker-PNC Wealth Management | PNC Bank

The Tone:
This is a full-time, in-office role at PNC Bank, located in Silver Spring, Maryland. PNC is a financial services company committed to delivering exceptional customer experiences and fostering an inclusive workplace culture. This role is crucial for expanding PNC Wealth Management’s mass affluent client base, deepening existing relationships, and ensuring clients receive tailored financial solutions and expert support. It contributes directly to the company’s growth and competitive advantage by quarterbacking client relationships within an ecosystem of partners.

The TL;DR
• Role: Full Time
• Location: In-person, Silver Spring, Maryland
• Pay: $76500–$127500 yearly
• Mission: Drive mass affluent client acquisition, retention, and deepen client relationships by delivering tailored financial solutions and a differentiated client experience.

What You’ll Actually Do
• Client Growth: Develop and execute strategies to proactively drive mass affluent client acquisition, outreach, and retention for generating revenue and deepening existing client relationships.
• Lead Management: Proactively generate and manage leads and client appointments, leveraging consultative skills and product knowledge to grow client portfolios and attract new mass affluent households.
• Partnership and Profitability: Develop and maintain internal partnerships to drive new revenue, acquisition, and growth, managing risk and maximizing profitability for an entire portfolio of clients.
• Relationship Ownership: Lead and collaborate with a wide range of ecosystem partners, serving as the client relationship owner and holding the team accountable for deliverables and client penetration goals.
• Service Excellence: Ensure strong client commitment and advocacy by delivering proactive and responsive service to meet client goals, demonstrating advanced relationship-building skills and knowledge of business segment capabilities.

The Must-Haves
• Background: University or college degree is required. In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience may be considered.
• Experience: 3+ years of direct industry experience in banking or wealth management.
• Skills: Banking Products, Relationship Management, Selling, Customer Experience Management, Decision Making and Critical Thinking.
• Bonus: FINRA Series 7, 66 (or 63 & 65) preferred. Life and Health Insurance preferred.