Premier Client Banker - PNC Wealth Management

PNC Financial Services Group, Inc.; The Woodlands (TX); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical/prescription coverage with HSA

Dental and vision options

401(k) with company match

Paid holidays and vacation

Educational assistance

Job summary

PNC Financial Services Group, Inc. is seeking a Premier Client Banker to drive Mass Affluent client acquisition, outreach, and retention in The Woodlands, TX.

You will proactively generate leads, manage client appointments, and leverage bank products to grow share of wallet while delivering an exceptional client experience. The role emphasizes building internal partnerships, managing risk, and delivering Financial Wellness through a collaborative Banking and Investing partnership.

Qualifications

• Bachelor's degree required with 3+ years of relevant industry experience.
• FINRA Series 7 and 66 preferred (63 & 65 acceptable); Life and Health Insurance preferred.
• Strong customer focus with relationship-building and cross-selling capabilities.

Responsibilities

• Develop and execute strategies to drive Mass Affluent client acquisition and retention.
• Proactively generate leads and client appointments using consultative skills and bank products.
• Collaborate with ecosystem partners and PNC Financial Advisors to deliver Wealth Management services.
• Maintain proactive client relationship management and ensure timely servicing and onboarding.
• Lead and participate in relationship reviews, pre/post-call planning, and ecosystem collaboration.
• Differentiate client experience through advanced communication and solution-building across the portfolio.

Skills

Banking Products

Customer Experience Management

Relationship Management

Selling

Collaboration

Decision Making

Effective Communications

Managing Priorities

Education

Bachelor's degree

Job description

Premier Client Banker - PNC Wealth ManagementSkip to main content#Premier Client Banker - PNC Wealth Management page is loaded## Premier Client Banker - PNC Wealth ManagementApplylocations: TX - The Woodlands (77381)time type: Full timeposted on: Posted Yesterdayjob requisition id: R228924# **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 The Woodlands, TX. 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 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.# **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.# # **Disability Accommodations Statement**If an accommodation is required to participate in the application process, please contact us via email at [e-mail]. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.# **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.