Premier Client Banker - PNC Wealth Management

PNC; Scottsdale (AZ); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Comprehensive medical, dental, and vision insurance

401(k) with match

Paid time off

Job summary

PNC in Scottsdale, AZ, is seeking a Premier Client Banker to join their Wealth Management organization. The candidate will develop strategies to acquire and retain Mass Affluent clients, while collaborating with internal partners to drive revenue and deliver exceptional client experiences.

Applicants must hold a bachelor’s degree and have 3+ years of relevant experience, with FINRA Series 7 and 66 licenses essential for this position. Comprehensive benefits are included.

Qualifications

• University or college degree with 3+ years of relevant experience.
• Certifications may be considered if no degree.
• FINRA Series 7, 66 (or 63 & 65) required.

Responsibilities

• Develop and execute strategies for client acquisition and retention.
• Generate and manage leads while building client relationships.
• Deliver exceptional client experience through effective service.

Skills

Banking Products

Effective Communications

Relationship Management

Customer Experience Management

Customer Retention

Decision Making & Critical Thinking

Education

Bachelor’s degree

Job description

Position Overview

Premier Client Banker within PNC’s Wealth Management organization. Location: Scottsdale, AZ.

Job Description

• Develop and execute strategies to drive Mass Affluent client acquisition, outreach, and retention, generating revenue and deepening share of wallet with new and existing clients.
• Proactively generate and manage leads and client appointments, leveraging needs‑based and consultative conversational skills and knowledge of bank products and services to grow share of wallet and attract new mass‑affluent households.
• Build and maintain internal partnerships to drive new revenue, acquisition, and growth while managing risk and maximizing profitability for the entire client portfolio.
• Deliver a differentiated client experience from acquisition through onboarding and servicing, ensuring timely, accurate, and complete sales/client relationship management administration.
• Serve as the quarterback for all ecosystem partners, bringing in experts based on identified needs and ensuring exceptional experiences in every interaction, while proactively suggesting tailored solutions for financial wellness.
• Translate client insight and sales tools into actionable strategies and tactics, successfully converting sales opportunities to enhance client engagement.
• Lead and collaborate with ecosystem partners to deliver the Mass Affluent Advice and Planning value proposition through joint banking and investing partnerships with PNC Financial Advisors.
• Maintain strong client commitment and advocacy by delivering proactive and responsive service, differentiating the experience through advanced relationship building and conversation skills.
• Exhibit customer‑focused, risk‑aware behavior aligned with PNC’s Enterprise Risk Management Framework.

Qualifications

• Banking Products, Business Acumen, Collaborating, Customer Experience Management, Customer Retention, Decision Making & Critical Thinking, Effective Communications, Managing Multiple Priorities, Products & Services, Relationship Management, Selling.

Work Experience

University or college degree with 3+ years of relevant or direct industry experience. Certifications are often desired; if no degree, a comparable combination of education, job‑specific certification(s), and experience, including military service, may be considered.

Education

Bachelor’s degree.

Licenses

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

Benefits

Comprehensive benefits including medical, prescription drug, dental, vision, life insurance, disability protection, 401(k) with match, pension and stock purchase plans, dependent care reimbursement, adoption and surrogacy reimbursements, educational assistance, wellness program, and paid time off. Details available at pncthrive.com.

Equal Employment Opportunity

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 protected categories. This position is subject to Section 19 of the FDIA and related regulations.

Disability Accommodations

Accommodation requests may be submitted to [e-mail].