Virtual Premier Banker - PNC Wealth Management

PNC Financial Services Group, Inc.; Scottsdale (AZ); Hybrid; USD 85,000 - 130,000; Full time

Benefits offered by this job

Medical coverage

Dental & Vision

Life insurance

Disability protection

401(k) with match

Pension plan

Stock purchase plan

Dependent care reimbursement

Educational assistance

Wellness program

Paid time off

Job summary

PNC Financial Services Group, Inc. in Scottsdale, AZ is seeking a Virtual Premier Banker within Wealth Management. You will develop strategies to attract Mass Affluent clients, manage leads, and deliver tailored banking and investing solutions through a virtual channel.

The role emphasizes relationship management, collaboration with ecosystem partners, and proactive client service to drive revenue and share of wallet while maintaining strong risk controls.

Qualifications

• University degree required, 2+ years of relevant professional experience.
• FINRA Series 7 and 66 (or 63 & 65) preferred; Life/Health licenses preferred.
• Strong knowledge of bank products and wealth management concepts.

Responsibilities

• Develop and execute strategies to acquire, outreach and retain Mass Affluent clients.
• Generate leads, schedule virtual appointments, and deepen share of wallet.
• Collaborate with ecosystem partners to deliver tailored banking/investing solutions.
• Manage client relationships end-to-end from acquisition through onboarding and servicing.
• Maintain proactive client relationship management and risk controls.

Skills

Banking products

Business acumen

Collaborating

Customer experience management

Customer retention

Decision making

Critical thinking

Effective communications

Managing multiple priorities

Relationship management

Selling

Education

Bachelors (Required)

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 Virtual Premier Banker within PNC's Wealth Management organization, you will be based in Scottsdale, AZ.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 existing clients. Proactively generate and manage leads and hold client appointments virtually. 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.* Virtually 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. Virtually develops ecosystem leadership 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.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 2+ years of relevant professional experience. 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.