Premier Client Banker - PNC Wealth Management

PNC; Mentor (OH); On-site; USD 63,750 - 106,250; Full time

Benefits offered by this job

Health Savings Account

401(k) with PNC match

Pension

Stock purchase plans

Educational assistance

Wellness program

Job summary

PNC is seeking a Premier Client Banker based in Mentor, OH, to lead Mass Affluent client acquisition and relationship management within Wealth Management. You will develop strategies, manage ecosystem partnerships, and deliver tailored financial solutions to deepen share of wallet and drive revenue growth.

Responsibilities include proactive outreach, leveraging sales tools, and coordinating with PNC Financial Advisors to provide integrated banking and investing guidance.

Qualifications

• Bachelor’s degree required.
• 3+ years of relevant/direct industry experience.
• FINRA Series 7, 66 (or 63 & 65) preferred; Life and Health Insurance preferred.

Responsibilities

• 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.
• Develop and maintain internal partnerships to drive new revenue, acquisition and growth. Manage risk and maximize profitability for the entire portfolio of clients.
• Deliver a differentiated client experience in all elements of the relationship, from acquisition through onboarding and servicing.
• Own client relationship and hold the team accountable for deliverables, delivering the Mass Affluent Advice and Planning value proposition through a joint banking and investing partnership.

Skills

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

Education

Bachelor’s degree

Job description

Position Overview

As a Premier Client Banker within PNC’s Wealth Management organization, you will be based in Mentor, OH.

Job Description

• 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 conversational skills, experience, and acquired knowledge of bank products and services and position appropriately to grow share of wallet and attract new mass affluent households.
• Develop and maintain internal partnerships to drive new revenue, acquisition and growth. Manage risk and maximize profitability for the entire portfolio of clients. Deliver a differentiated client experience in all elements of the relationship, from acquisition through onboarding and servicing. Maintain proactive, timely, accurate and complete sales/client relationship management administration tasks as determined by the business. Ensure execution of 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 needs identified, and ensuring 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 identifying and successfully converting sales opportunities and delivering 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 of 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. Demonstrate advanced and progressive knowledge of business segment capabilities and offerings.

Customer & Risk Focus

• 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.

Employment Information

PNC is an in‑office company that fosters a supportive culture where employees can thrive and achieve balance. Candidates are encouraged 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.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for the role. Key competencies include:

• 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: Bachelor’s degree (Required)

Certifications: None required.

Licenses: FINRA Series 7, 66 (or 63 & 65) preferred. Life and Health Insurance preferred.

Pay Transparency

Base Salary: $63,750.00 – $106,250.00

Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.

Application Window

Generally, this opening is expected to be posted for two business days from 07/09/2026, although it may be longer with business discretion.

Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. 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; backup child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.

Paid time off includes 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, visit pncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact [e-mail]. Please include “accommodation request” in the subject line and include your name, the job ID, and your preferred method of contact. Applicants may also call 877‑968‑7762 and say “Workday.” All information provided will be kept confidential and used only to the extent required to provide needed reasonable accommodations.

Equal Employment Opportunity (EEO)

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.