Premier Client Banker – Mass Affluent Banking

Job Description

Premier Client Banker | PNC Bank

The Tone:
This is a full-time in-office role at PNC Bank, located in Allison Park, PA. PNC Bank is a financial services institution committed to delivering an exceptional experience for its customers and fostering an inclusive workplace. This role is crucial for driving revenue growth and deepening relationships within the mass affluent client segment of the Wealth Management organization. It focuses on strategic client acquisition, retention, and personalized financial solutions.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person, Allison Park, PA

• Team: PNC Wealth Management
• Mission: Proactively acquire, retain, and deepen relationships with Mass Affluent clients to generate revenue and grow share of wallet.

What You’ll Actually Do
• Client Growth Strategy: Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach, and retention for generating revenue and deepening client relationships.
• Client Portfolio Management: Proactively generate and manage leads, client appointments, and an entire portfolio of clients, ensuring risk management and maximized profitability.
• Differentiated Client Experience: Deliver an exceptional client experience in all relationship elements, from acquisition through onboarding and servicing, by leveraging consultative skills and product knowledge.
• Ecosystem Partnership: Serve as the quarterback for all ecosystem partners, bringing in experts based on identified needs, collaborating to achieve business results, and owning client penetration goals.
• Financial Wellness Solutions: Proactively suggest tailored financial wellness solutions aligned with client needs and deliver the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership.

The Must-Haves
• Background: Bachelor’s degree or a comparable combination of education, job-specific certification(s), and experience, with a focus on banking or financial services.
• Experience: 3+ years of relevant and direct industry experience in client acquisition, relationship management, and sales within financial services.
• Skills: Banking Products, Relationship Management, Selling, Customer Experience Management, Managing Risk.
• Bonus: FINRA Series 7, 66 (or 63 & 65) preferred; Life and Health Insurance preferred.