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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-timeJamesburg, NJ, USA

About the Job

Requirements

  • A university or college degree is typically required; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered instead.
  • Three or more years of relevant or direct industry experience are typically required.
  • 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 are required competencies.
  • FINRA Series 7 and Series 66, or Series 63 and Series 65, are preferred licenses; Life and Health Insurance is also preferred.
  • Candidates considered for the position are subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

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 consultative conversations and knowledge of bank products and services to grow share of wallet and attract new mass-affluent households.
  • Develop and maintain internal partnerships to drive revenue, acquisition, and growth; manage portfolio risk and profitability; and deliver a differentiated client experience from acquisition through onboarding and servicing.
  • Complete timely, accurate, and complete sales and client relationship management administration tasks, and ensure execution of team processes such as pre-call planning, post-call debriefs, and relationship reviews.
  • Coordinate ecosystem partners, bring in experts based on identified client needs, and ensure an exceptional 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 and tactics, identify and convert sales opportunities, and deliver an exceptional client experience.
  • Achieve business results through leadership and collaboration with ecosystem partners, and develop ecosystem leadership inside and outside the branch as a Center of Influence.
  • Own client relationships and client penetration goals with ecosystem partners, and hold the team accountable for deliverables.
  • 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 through proactive, responsive service that meets client goals and advanced relationship-building and conversation skills.

Desired Qualifications

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