Premier Client Banker - PNC Wealth Management

PNC Financial Services Group, Inc.; Indianapolis (IN); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health Savings Account

401(k) with PNC match

Stock purchase plan

Job summary

PNC Financial Services Group, Inc. seeks a Premier Client Banker in Indianapolis to develop and execute strategies for Mass Affluent client acquisition, outreach, and retention.

You will proactively generate leads, manage client appointments, and apply consultative skills to grow share of wallet with new and existing clients. Collaborating with internal partners and ecosystem experts, you will deliver a differentiated client experience, oversee onboarding and servicing, and maintain proactive

Qualifications

• Bachelor's degree required; industry experience preferred.
• 3+ years in financial services or related sales roles.
• Strong knowledge of bank products and wealth management is a plus.
• FINRA Series 7/66 or equivalents preferred.

Responsibilities

• Develop Mass Affluent client acquisition and retention strategies.
• Generate leads, schedule appointments, and close opportunities.
• Partner with ecosystem experts to deliver tailored financial solutions.
• Deliver excellent client experience from onboarding through servicing.

Skills

Mass Affluent Banking

Lead generation

Relationship management

Sales skills

Strategic planning

Education

Bachelor's degree

Tools

CRM systems

Sales tools

Job description

# **Position Overview**At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Premier Client Banker within PNC's Wealth Management organization, you will be based in Indianapolis, IN.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 recruiter and hiring manager 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.# **Job Description*** Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients. Proactively generate and manage leads and client appointments. Leverages needs based and consultative conversational skills, experience, and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households.* Develops and maintains internal partnerships to drive new revenue, acquisition and growth. Manages risk and maximizes profitability for entire portfolio of clients. Delivers a differentiated client experience in all elements of the relationship, from acquisition through onboarding and servicing. Maintains proactive, timely, accurate and complete sales/client relationship management administration tasks as determined by the business. Ensures execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews. Serves as the quarterback for all ecosystem partners, bringing in experts based on needs identified, and ensuring an exceptional experience in every interaction. Delivers Financial Wellness by proactively suggesting tailored solutions aligned with client needs.* Leverages client insight and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering an exceptional client experience.* Achieves business results through leadership of and productive collaboration with a wide range of ecosystem partners. Develop ecosystem leadership inside and outside of the branch as a Center of Influence (COI). Own the client relationship and holds team accountable for deliverables. Owns client penetration goals with Eco-system partners. Deliver the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor.* Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Differentiates client experience through advanced relationship building and conversation skills. Has advanced and progressive knowledge of business segment capabilities and offerings.PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:* **Customer Focused** - Knowledgeable 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** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.# **Qualifications**Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.## **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. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.## **Education**Bachelors (Required)## **Certifications**No Required Certification(s)## **Licenses**FINRA Series 7, 66 (or 63 & 65) preferred. Life and Health Insurance preferred. Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.## **Language Assessments**No Required or Preferred Language Assessments# **Benefits**PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for 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, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your 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, depending on career level; and years of service.To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.