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PNC Financial Services

Runs a national bank for people and businesses

Premier Client Banker

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeMurphy, TX, USANo salary listed

About the Job

Requirements

  • A bachelor's degree is required; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
  • Typically requires 3 or more years of relevant or direct industry experience.
  • Preferred licenses include FINRA Series 7 and Series 66, or Series 63 and 65.
  • Life and Health Insurance licenses are preferred.
  • Candidates considered for the position will be subject to additional background checks required by Consumer Financial Protection Bureau regulations.
  • Must not be disqualified from hiring under Section 19 of the Federal Deposit Insurance Act or, for registered roles, applicable SAFE Act and/or FINRA requirements.
  • Demonstrate knowledge of banking products, business acumen, customer experience management, customer retention, decision-making and critical thinking, effective communications, managing multiple priorities, products and services, relationship management, and selling.
  • Demonstrate customer focus and the ability to create customized customer solutions aligned with customer needs and satisfaction.
  • Assess and manage risks associated with business objectives and activities in accordance with PNC's Enterprise Risk Management Framework.

Responsibilities

  • 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.
  • Generate and manage leads and client appointments, using needs-based and consultative conversations and knowledge of bank products and services to attract new mass-affluent households and grow share of wallet.
  • Develop and maintain internal partnerships to drive revenue, client acquisition, and growth.
  • Manage risk and maximize profitability across the client portfolio.
  • Deliver a differentiated client experience from acquisition through onboarding and servicing.
  • Complete timely, accurate, and comprehensive sales and client-relationship management administration tasks.
  • Execute team processes, including pre-call planning, post-call debriefs, and relationship reviews.
  • Coordinate ecosystem partners, engage experts based on identified client needs, and ensure a strong experience in every interaction.
  • Proactively suggest tailored solutions aligned with client needs to deliver financial wellness.
  • Use client insights and sales tools to develop actionable sales strategies, identify and convert sales opportunities, and deliver an exceptional client experience.
  • Achieve business results through leadership of and collaboration with ecosystem partners, developing ecosystem relationships inside and outside the branch as a Center of Influence.
  • Own client relationships, hold ecosystem partners accountable for deliverables, and 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.
  • Build client commitment and advocacy by providing proactive, responsive service that supports client goals.
  • Differentiate the client experience through advanced relationship-building and conversation skills.

Desired Qualifications

  • Certifications are often desired.
  • FINRA Series 7 and Series 66, or Series 63 and 65, are preferred.
  • Life and Health Insurance licenses are preferred.

About the Company

PNC Financial Services

Runs a national bank for people and businesses

PNC Financial Services runs one of the largest banks in America, serving households and businesses of every size through branches, apps, and corporate bankers. Acquisitions turned it from a regional lender into a coast-to-coast bank, notably its purchases of National City during the 2008 financial crisis and BBVA USA in 2021. Consumers keep checking and savings accounts, such as Virtual Wallet with its built-in budgeting tools, and take out mortgages and credit cards, while companies borrow and manage cash through PNC. It earns most of its money on the gap between loan interest and deposit costs, and the rest from fees. PNC traces its roots to a savings bank founded in 1845 and is based in Pittsburgh, Pennsylvania.

Company size
10,001+
Company stage
IPO
Headquarters
Pittsburgh, PA
Founded
1845

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