Premier Client Banker

Job Description

Premier Client Banker-PNC Wealth Management | PNC Bank

The Tone:
This is an in-office role at PNC Bank, located in Kennett Square, Pennsylvania. PNC builds strong financial relationships and provides wealth management services, and this role is crucial for driving growth by acquiring and retaining mass affluent clients. The company emphasizes a supportive and inclusive culture where employees are respected, valued, and contribute to success. This position requires a customer-focused approach to deliver the best experience for clients within the Wealth Management organization.

The TL;DR
• Role: Full Time
• Location: In-person – Kennett Square, Pennsylvania, USA

• Team: PNC’s Wealth Management organization
• Mission: To drive mass affluent client acquisition, retention, and deepen client relationships to generate revenue and deliver a differentiated client experience.

What You’ll Actually Do
• Client Acquisition: Develop and execute strategies to proactively drive mass affluent client acquisition, outreach, and retention for generating revenue and deepening share of wallet.
• Lead Generation: Proactively generate and manage leads and client appointments, leveraging consultative conversational skills and product knowledge to attract new mass affluent households.
• Partnership and Portfolio Management: Develop and maintain internal partnerships to drive new revenue, manage risk, maximize profitability for the entire client portfolio, and serve as the quarterback for ecosystem partners.
• Sales and Client Experience: Leverage client insight and sales tools to translate into actionable strategies, identify and convert sales opportunities, and deliver the Mass Affluent Advice and Planning value proposition.
• Client Advocacy: Ensure strong client commitment and advocacy by delivering proactive and responsive service, differentiating the client experience through advanced relationship building and conversation skills.

The Must-Haves
• Background: Bachelors Degree required, with appropriate knowledge of banking products and services within wealth management.
• Experience: 3+ years of relevant direct industry experience. A comparable combination of education, job-specific certification(s), and experience may be considered in lieu of a degree.
• Skills: Relationship Management, Selling, Customer Experience Management, Banking Products, Managing Risk.
• Bonus: FINRA Series 7, 66 (or 63 & 65) preferred. Life and Health Insurance preferred.