Premier Client Banker - PNC Wealth Management
$63,750–$106,250 year
On-siteCenterville, Ohio, United States
Job Summary
Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach, and retention to generate revenue and deepen share of wallet. Manage leads and client appointments while leveraging consultative conversational skills to grow relationships with new and existing households. Maintain proactive, timely, and accurate sales and relationship management administration tasks, including pre-call planning, post-call debriefs, and relationship reviews. Serve as the quarterback for ecosystem partners, bringing in experts based on identified needs to ensure an exceptional client experience. Deliver Financial Wellness by proactively suggesting tailored solutions and jointly deliver the Mass Affluent Advice and Planning value proposition with a PNC Financial Advisor. Achieve business results through leadership and collaboration with a wide range of ecosystem partners while owning client penetration goals. This role requires FINRA Series 7, 66, and Life and Health Insurance licenses. Base salary ranges from $63,750 to $106,250, with incentive eligibility. The position is based in Centerville, OH, and PNC does not provide visa sponsorship.
Required Qualifications
- 3+ years of relevant / direct industry experience
- university / college degree
- FINRA Series 7
- FINRA Series 66 (or 63 & 65)
- Life and Health Insurance license
- Banking Products knowledge
- Business Acumen
- Collaborating
- Customer Experience Management
- Customer Retention
- Decision Making and Critical Thinking
- Effective Communications
- Managing Multiple Priorities
- Products and Services knowledge
- Relationship Management
- Selling
- Mass Affluent client acquisition, outreach and retention
- Lead and client appointment generation and management
- Needs based and consultative conversational skills
- Knowledge of bank products and services
- Internal partnerships development
- Risk management
- Sales/client relationship management administration
- Team process execution (pre-call planning, post-call debriefs, relationship reviews)
- Ecosystem partner leadership
- Center of Influence (COI) development
- Client relationship ownership
- Team accountability
- Client penetration goal ownership
- Mass Affluent Advice and Planning value proposition delivery
- Advanced relationship building and conversation skills
- Advanced and progressive knowledge of business segment capabilities and offerings
Desired Qualifications
- Certifications (in lieu of degree)
- Military service experience
- Job specific certification(s)
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